To Dos are actionable notes for communicating priorities and assignments. These notes can be assigned automatically by flows or on-command by users. Users who receive To Dos will find them listed in...
To Dos are actionable notes that can be assigned to users, group, roles or folders. These notes can be assigned automatically by flows or on-command by users. Users who receive To Dos will find them...
Assignments can have status change to "Escalated" by setting the Escalation Date property. To set an assignment's Escalation Date, open the Assignment entity's Action menu and select Manage > Set...
Assignments requiring an immediate response can be configured to appear in a pop-up when a user first logs into the portal. To configure an assignment to appear at startup, select the assignment...
To Dos are actionable notes that can be assigned to users, group, roles or folders. These notes can be assigned automatically by flows or on-command by users. Users who receive To Dos will find them...
Assignment start dates can be configured in the Action menu by selecting Manage > Set Start Date. The Start date for an assignment (task) is automatically set as the creation date when a task is...
What do you do when you have a lot of tasks in your queue and you have to work them 1 by 1? This is the typical situation in a workflow environment where a certain level of approval has to go to a...
When a task is initially assigned, the default behavior of the portal is to send a popup notification to the assignee(s), in addition to an email containing the task name, description, and link. A follow-up...