Workflow

Workflow Templates

• Default Job Templates
• How to add a template to multiple entities
• How to use Job Templates

Job & Task Setup

• How do Task Triggers work?
• How to bulk reassign a Jobs and Tasks allocated to a user
• How to create a Job and allocate to user
• How to create a Job Status
• Notifications - Workflow
• Recurring Jobs

Workflow Views

• What is Workflow?
• Workflow Entities
• Workflow Jobs
• Workflow Overview

Workflow

• Workflow - FAQs