Task Manager (Workflow)

How to setup Task Manager on a branch
Introduction  The Task Manager module provides the ability to translate a business process into a system process flow which will guide the users through...
Tue, 23 Mar, 2021 at 3:55 PM
How to create a new Process
Introduction  Each task manager process represents a business process e.g. the debt review application process. Smaller or repetitive processes can also...
Wed, 24 Mar, 2021 at 2:39 PM
How to create a new Work Pool
Introduction   Work pools are used to group users doing a similar task in the process flow. Each step in the process flow must be assigned to a work poo...
Wed, 24 Mar, 2021 at 2:40 PM
How to create a new Task
Introduction  Each process flow consist of 1 or more tasks.  Every step of the process should be translated in to an actionable task. How to create ...
Tue, 30 Mar, 2021 at 2:55 PM
How to use the Task Manager Dashboard
Task Manager Dashboard Menu item Dashboards | Task Manager Dashboard A separate tab will display for each branch associated with the logged in ...
Mon, 10 May, 2021 at 3:36 PM