Below are recommended videos and support articles relating to workflow management.
Workflow management videos:
- Watch and learn the details of job roles (2 mins), work types (1 min) and work templates (1 min).
- 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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