Just before Christmas I received a request from a partner about a feature that personally I never had the need to implement before (at…
After you’ve done all of the setup of task management, you can now start using the checklists. There are several ways of doing that…
Dropdown to choose task management In task management you have access to onboarding, offboarding and transitions. If you want to see the different tasks…
Checklists A checklist is a collection of tasks that must be completed as part of a business process. For example, there might be a…
A task defines a specific piece of work or an action that someone must complete. You can reuse tasks and add them to one…
