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:
- Click on the gear icon.
- Select Manage workflows below the TOOLS column as indicated here:
- The following window displays:
- Click the Create workflow button and the following screen displays:
There are three primary sections to a workflow: My Workflows, Templates, and History. A brief explanation of each of these sections follows:
My Workflows: This tab lists all the workflows that have been initiated or used.
History: This tab keeps a record of the workflows used along with the outcome and the date.
Templates: This tab lists the predesigned workflows that can be adopted or used...