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:
Initiate Task Creation
Your journey starts with crafting sequential tasks. Click the "+ New Sequential Task" button to set things in motion.
Explore Task Details
Click on the sequential task to uncover its contents.
Crafting Task Essentials
Dive into task specifics. Assign contributors, set due dates, add reminders, and clarify instructions for smooth collaboration.
Seal the Deal
With your task crafted, hit "Save." Await the affirmative confirmation: "Task was successfully updated."
Refine Procedure Titles
If needed, tweak procedure titles using the "Rename" option. Flexibility keeps everything relevant.
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.
Trimming the Fat
Streamline your procedure by discarding extraneous sequential tasks using the trusty "trash" icon.
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!