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How to create or modify tasks and workflows in 2020 Manager

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Article Number000008666
TitleHow to create or modify tasks and workflows in 2020 Manager
Applies to2020 Manager
Body of the Article

In the Activities menu, create, modify tasks and workflow processes that will be executed in 2020 Manager.  

  
 

To create a task 

  1. Click on Administration 

  1. Click on Activities. 

  1. On the left menu, click on Tasks, click on My Tasks

  1. Click in theUser-added image  icon to create a new task. 

    User-added image
    User-added image



     

    To create a new workflow 

    1. Click on Administration 
    2. Click on Activities.
    3. On the left menu, click on Workflows.
    4. Click on the icon to add a new task. 

    User-added image

     

     

    Please note: several tasks can be included within the same activity and this task can be accomplished through different actions. 

    User-added image

    Below a list of some of the actions available for the creations of new tasks. Note that some of these actions have an automatic trigger. 


    User-added image
     


     

    To modify or delete a Task 

    1. Click on Administration 
    2. Click on Activities.
    3. On the left menu, click on My Tasks. 
    4. The list of existing tasks will appear on the left side of the screen. 
    5. Select the task to be updated, click on the field to modify and click on the  icon to save the changes. 
    6. To delete a task, click on the trashcan icon  located on the upper right-hand side of the window. 
    7. Click YES to confirm the deletion of the task. 

    User-added image





     

    To modify or delete a Workflow 

     

    1. Click on Administration 
    2. Click on Activities. 
    3. On the left menu, click on Workflows. 
    4. The list of existing workflows appears on the left side of the screen. 
    5. Select the workflow to update, click on the field to modify and click on the  icon to save the changes. 
    6. To delete a workflow, click on the trashcan icon  located on the upper right-hand side. 

    User-added image




     

    Related Concepts 

    How to Create New Roles in 2020 Manager
    How to Assign User-specific Permissions in 2020 Manager
    How to Create Custom Documents in 2020 Manager
    How to create or modify Surveys in 2020 Manager
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    Related Reference 

    How to Complete\Update Company Information in 2020 Manager
    How to create employees in 2020 Manager 
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    How to Create Suppliers in 2020 Manager
    How to Create or Modify Payment Conditions in 2020 Manager
    How to Create Sales Goals in 2020 Manager
    How to Create or Modify Manufacturing Items in 2020 Manager


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             User-added image

URL NameHow-to-create-or-modify-tasks-and-workflows-in-2020-Manager

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