Creating and managing Workflows

In this course, you will navigate through Administration, Reporting, and then Workflows to create a workflow, add titles, purposes, and stages to it, and assign owners and durations to task stages. By the end of the course, you will be able to activate the workflow and manage stages effectively.

Learning objectives:

ü Navigate to Workflows through Administration and Reporting

ü Add titles, purposes, and stages to a workflow, including task stages with assigned owners and durations

ü Activate the workflow and make stages dependent or run in parallel as needed