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How to Manage Sequential Procedures?

Updated over a year ago

Upon successfully crafting a sequential procedure, the journey towards adept management begins. These meticulously structured templates are designed to enhance your case workflows.

Here's a step-by-step guide to managing your sequential procedures effectively:

How to Manage Sequential Procedures? (1)
How to Manage Sequential Procedures? (2)
How to Manage Sequential Procedures? (3)
  1. Initiate Task Creation

    Your journey starts with crafting sequential tasks. Click the "+ New Sequential Task" button to set things in motion.

  2. Explore Task Details

    Click on the sequential task to uncover its contents.

  3. Crafting Task Essentials

    Dive into task specifics. Assign contributors, set due dates, add reminders, and clarify instructions for smooth collaboration.

  4. Seal the Deal

    With your task crafted, hit "Save." Await the affirmative confirmation: "Task was successfully updated."

  5. Refine Procedure Titles

    If needed, tweak procedure titles using the "Rename" option. Flexibility keeps everything relevant.

  6. Comprehensive Data Management

    Go beyond tasks to manage case elements like forms, invoices, and homework. Safeguard data integrity by configuring fields like Procedure, Filling Date, Final Decision, and more as read-only.

  7. Trimming the Fat

    Streamline your procedure by discarding extraneous sequential tasks using the trusty "trash" icon.

  8. Navigating Completion Triggers
    Use the completion trigger to progress to the next task in a sequential procedure. Make the most of task completion triggers:

    • Click Complete Triggers

      Mark tasks as complete manually by using the "Mark task as complete" button. Enhance collaboration by adding descriptive statuses like "approved" or "denied."

    • Task Sync Triggers

      Embrace predefined triggers such as homework verification, correspondence integration, document attachments, and form completion. These triggers advance tasks automatically. Assign tasks strategically within each trigger, if required.

Remember, smoothly managing your sequential procedures makes your work easier and faster. By following these steps, you're leading your tasks with confidence. Your journey to mastering sequential procedure management is on the right track!

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