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Can I customise the Workflow?
Can I customise the Workflow?
Updated over 4 months ago

The Workflow system does not offer customisation options such as changing the layout, as each stage is designed to trigger various automated actions that can significantly save you time.

However, you can still enhance your experience by refining the view or switching between the protection and mortgage Workflows using the available filters.

Additionally, you have the ability to assign tasks to yourself or other members of your team. Although customisation may not be available, these features can help you manage your tasks effectively within the given framework.

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