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Common scenarios

  • How to ensure annual billed clients are billed.
  • How to make a workflow progress differently for different staff members.
  • How should I accommodate an Audit workflow system?

Categories

  • Basic concepts
  • Job frequencies
  • Stages and steps
  • Job positions and the job holder
  • Deadlines and target dates
  • Job fields
  • Workflow actions
  • Multiple routes
  • Multiple sub-systems
  • Common scenarios
  • Example flows
  • Dashboards
  • Reporting
  • Bulk operations
  • FAQ - Workflow management
  • Workflow Management - Other
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