Workflows
Process Steps – Approving Forms Do you have a form which is filled out by one person and…
Import Tasks from Excel
Want to send all of today’s job sheet forms to your mobile workforce, without doing it one form…
Send a Task to a Mobile User
When you’re viewing a Task record, the Send button will send the Task to the assigned app user.…
Create and Manage Tasks
When you click on the Tasks tab, you will enter the Tasks listing screen. Here you can add…