Active Workflow
14 articles
- How to create a jobLearn how to create a job in Active Workflow, streamlining tasks and ensuring efficient project management.
- How to edit a jobDiscover how to edit a job in Active Workflow, allowing you to update details, make adjustments, and keep tasks on track.
- How to search and filter jobsLearn how to search and filter jobs in Active Workflow, making it easy to find and organize tasks efficiently.
- How to create recurring jobsLearn how to create recurring jobs in Active Workflow, automating repetitive tasks to save time and improve efficiency.
- How to create tasksLearn how to create tasks in Active Workflow, including standalone tasks, for better organization and productivity.
- How to search and filter tasksLearn how to search and filter tasks in Active Workflow, making it easy to find and tasks efficiently.
- How to use the Admin CentreLearn how to navigate and use the Admin Centre to manage settings, users, and system configurations efficiently.
- How to customise Kanban columnsLearn how to customize Kanban columns in Active Workflow to align with your team’s unique processes and improve job management.
- How to customise job statusesLearn how to customize job statuses in Active Workflow to reflect your team's processes and improve job tracking.
- How to customise job types
- How to customise deliverable types
- How to customise task templates
- How to create a Service Account UserTo assist admin users in setting up a service account user in Active