Workflow

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The Workflow section is where you manage tasks and workflow templates. To access this section, click Admin on the Dashboard, the Admin Home tab displays the Workflow section. Click on the appropriate link and a tab for that section will display.

Workflow

  • Manage Tasks. This link allows you to create, edit and delete tasks associated with the onboarding process. For additional information, see Workflow Manage Tasks.
  • Manage Workflow Templates. This link allows you to create, edit and delete tasks associate with the workflow process. For additional information, see Manage Workflow Templates