2. Tasks and Workflows (Live Webinar)

The following video is a recent webinar outlining the beginning to end process of creating a workflow, including:

  • what a workflow is and why they are used, 
  • using the Workflow creation designer to build your workflow, 
  • workflow reporting
  • activating workflows

It also includes a simple explanation of positions, teams and task templates however we have other webinars that go into further detail for these areas.

We also have an older webinar that references supporting slides if you wish to watch this, however most areas are covered in the above video.

AdviceOS Workflows