Creating user tasks

68 views May 11, 2018 August 14, 2018 admin 0

Institution Administrators you can create an infinite number of potential Tasks and Workflows to suit your organization’s needs.

Tasks are various investigative or administrative assignments that are required every time there is an incoming or outgoing sharing request.
  1. Click the settings icon from the menu bar tab then choose Tasks.
  2. Click the add_circle icon to add a task.
  3. Then enter a new task name and all necessary descriptive information for the actions required by a staff member.
  4. Click the save icon. This Task can now be chosen when creating a Workflow.

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