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Property Tree: 05. Editing and updating a Workflow on a profile - Video

Course 5 of 7 in Property Tree: Workflows

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About this course

Learn how to edit or update a workflow on the profile.

At the end of this course, you will be able to:

Access and edit a task via the Workflow hyperlink to update the task. View the history of changes made, add comments and complete tasks.

If actions are setup, you will know how to be directed to the Send Email page or to a selected pop-up on the profile to complete the action, reducing navigation time.

Curriculum00:03

  • Property Tree: 05. Editing and updating a Workflow on a profile - Video 00:03
  • Survey

About this course

Learn how to edit or update a workflow on the profile.

At the end of this course, you will be able to:

Access and edit a task via the Workflow hyperlink to update the task. View the history of changes made, add comments and complete tasks.

If actions are setup, you will know how to be directed to the Send Email page or to a selected pop-up on the profile to complete the action, reducing navigation time.

Curriculum00:03

  • Property Tree: 05. Editing and updating a Workflow on a profile - Video 00:03
  • Survey