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Common Workflow Tasks for Awarded / Approved Status

68 bytes removed, 19:54, 17 May 2022
Configuration - Creating Tasks
=Configuration - Creating Tasks=
<span style="color: #008000;">'''Best Practice''' </span>→  Create all of your workflow tasks before connecting the tasks together.  <u>'''Creating Your First Task'''</u>
* 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]]
<u>'''Creating Your Remaining Tasks (2-4)'''</u>
'''Task 2 – Create Payment Record '''
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