RELATED IDEAS
new tasks get generated with a default workflow template
A new task is created, let's say VAT return submission, it comes up with a default workflow template, set up either globally or as per client
A new task is created, let's say VAT return submission, it comes up with a default workflow template, set up either globally or as per client
Hi Dan. No worries at all. My pleasure. :-)
Guilty as charged. Thank you, David.
Hi Dan. If you are referring to tasks generated by BM according to deadlines, you should be able to do both. Either in the Workflow Manager for all clients per service, i.e. VAT return submission. Or in the Clients page itself, in the Workflow tab, if you want a specific workflow that only applies to this client. I hope this helps. :-)