Standard workflow layout

Learn how to navigate and use the standard workflow layout with confidence. This short course walks you through the six key panels, shows you how to complete tasks, and introduces helpful tools like the AI Assistant to support your decision-making. ​ 5 - 6 mins ​

Learning objectives:

ü Understand the six-panel standard workflow layout

ü Navigate tasks, fields, and workflow steps with ease

ü Use the AI Assistant to support approval decisions