To schedule a Workflow, simply start a Workflow as you normally would, set a future start date, and click the “Schedule Workflow” button:

As you can see, Wealthbox calculates a “Projected End Date” for your Workflow based on its start date and when its steps are due. The Projected End Date will recalculate in real-time when you update the start date, complete steps, or modify due dates for steps in the Workflow.