Using workflow automation

Workflow automation is used to remind those responsible for tasks that those tasks need to be completed. Reminders to pay a vendor, make a bank deposit, or approve invoices can automatically go out via email, mobile devices, or push notifications to one or more persons who are responsible for completing a given task.

Follow these steps to access workflows:

1. Click on the gear icon.
2. Select Manage workflows below the TOOLS column, as indicated here:

Figure 17.19: The Manage workflows option in the TOOLS column

3. If this is your first time creating a workflow, the following window will appear; if not, you will see the Create workflow button:

   Figure 17.20: The Workflows window

   Click the Create workflow button.

4. The following Workflows screen will appear:

   

   Figure 17.21: The Workflows screen

   There are two primary sections to a workflow: Templates and My Workflows. A brief explanation...