Workflow, Tasks

How do I add my own task to a case?
You may also manually add tasks to cases as reminders of additional items that must be acted on throughout the case cycle. To add a task: Go to the Task...
Wed, 5 Jun, 2019 at 2:44 PM
What are the standard tasks generated by LeaveXpert?
LeaveXpert is pre-configured to generate tasks based on a recommended leave of absence workflow.  The attached document outlines all of the standard LeaveXp...
Wed, 5 Jun, 2019 at 2:45 PM
Can the standard LeaveXpert tasks be updated?
Yes, site administrators (for plus or unlimited editions), may make some changes to the standard LeaveXpert Workflow Tasks.Only Name, Task Code, Default Val...
Wed, 5 Jun, 2019 at 2:46 PM
How do I mark tasks as complete?
LeaveXpert Tasks helps you stay organized by reminding you of the major activities that should occur within the case as it moves leave process. LeaveXpert t...
Wed, 5 Jun, 2019 at 2:47 PM
Where can I find all of my tasks I need to complete?
All tasks assigned to you can be found in the Task Grid under the LeaveXpert menu selection.  By default, the grid displays all incomplete tasks available ...
Wed, 5 Jun, 2019 at 2:47 PM