Changes

Common Workflow Tasks for Awarded / Approved Status

80 bytes removed, 17:25, 20 May 2022

→‎Tasks

=Configuration - Advanced=

==Tasks==

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

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

===Creating The First Task===

# 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.''' *::* This task will not have a function but will indicate that a workflow has started. You will be able to see this task listed in the workflow history log on a specific record.

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

===Creating The Remaining Tasks Tasks===

====Task 2 – Create Payment Record====

#'''Task Name:''' Create Payment Record 

#'''Task Type:''' Create New Activity 

# Select the activity type you want to create and the default status the activity should be created in. 

[[File:Create-New-Activity-Task.png|thumb|none|800px|Creating a New Activity Task]]

• ← Older edit
• Newer edit →

Morgan Liik

121

edits