Changes

Common Workflow Tasks for Awarded / Approved Status

68 bytes removed, 19:54, 17 May 2022

→‎Configuration - Creating Tasks

=Configuration - Creating Tasks=

~~'''Best Practice''' → Create all of your workflow tasks before connecting the tasks together.~~ ~~~~'''Creating Your First Task'''~~~~

* Navigate to the '''Task tab''' found on the left side of your screen.

* To create a new task → Click on the plus sign button found on the top left corner of your screen (highlighted in image above).

** We suggest creating all of your workflow tasks before connecting them together.

** We suggest creating an '''Acknowledgment''' as your first task type.

** Name this task '''Placeholder.'''

[[File:Placeholder-Task.png|thumb|none|800px|Placeholder Task]]

~~~~'''Creating Your Remaining Tasks (2-4)'''~~~~

'''Task 2 – Create Payment Record '''

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