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Workflow & Automation
Learn the ins & outs of setting up and automating your workflow.
How can a work template manage parallel workflows?
How can a work template manage parallel workflows?
How can I avoid manually resending client tasks?
Can I edit the main workflow statuses?
What statuses do work with no work type have?
What is the Default Work Type?
Does every work item need a work type?
What happens if I change work types and the new type doesn’t have same status?
Can I apply a work type in bulk to multiple work items?
How do I know when a Tasklist Automator is valid?
Why is a status not available for my task?