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Common Workflow Tasks for Awarded / Approved Status

6 bytes removed, 17:52, 16 May 2022
Configuration - Creating Tasks
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* To create a new task → Click on the plus sign button found on the top left corner of your screen (highlighted in image above). 
: <span style="color: #ff6600;">'''Note:'''</span> If you do not see a Scheduling Tab → make sure to toggle on advanced options, found near the top right of your screen.  
'''Task 3 - Send Approved Receipt'''
 
* Task Name → Send Approved Receipt 
: → To do so you will need to reference a custom field where a document is stored. The format used to reference the field is '''@#Custom Field ID#@'''
: → You can attach multiple documents. They will need to be delimited by semicolons. 
 
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