Based on FilePro Version 16.1 - Copyright 2013-2016
×
Menu
Index

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
 
The online help was created with Dr.Explain