Below are recommended videos and support articles relating to workflow management.
Workflow management videos:
Watch to learn how to best manage your workflow using templates, checklists and schedules (20 min).
Workflow management support articles:
Review and create job roles for your work templates to simplify the creation of work.
Use work types to filter work or workflow statuses to track work progression
Using work types with work templates.
Customize workflow statuses for work types. Go to "Best practice tip" at the bottom of the article.
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