Based on FilePro Version 16.1 - Copyright 2013-2016

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Based on FilePro Version 16.1 - Copyright 2013-2016

Setting up a workflow

Workflow Manager will open outside of FilePro.

There are five different types of items that can be added to a workflow, with different sets of properties.

Every item contains the following details:

Subject
Role / Owner
Start Date
Due Date
Reminder Date / Time (Applicable when syncing the task with Microsoft Outlook)
Billing Code
Priority
File Status
Description
Add to Filepro when…
Entry Item

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