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Active Workflow
13 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