Workflow & Tasks
Workflow builder, task management, and mandatory tasks
38 articles
- Where is the Workflow page located?
- How to move a case to another status on the Workflow Page
- Change if you see overdue cases first on Workflow
- How to Use the Workflow Board in Smartr365Guide to using the visual Workflow board for tracking and managing cases through pipeline stages.
- How to Use the Workflow Board (Pipeline View)Guide to using the visual Workflow pipeline board for case management.
- Create Your WorkflowAllows firm administrators to define mandatory field rules that trigger at specific case statuses.
- How to delete a task
- How to assign a task
- What is the Tasks Page?
- How to assign a task from someone else
- Where are tasks located?
- How to Manage Tasks in Smartr365Guide to the Tasks page including filtering, completing, editing, and bulk reassigning tasks.
- How to configure mandatory tasks
- Why is there a number in red next to my cases on the Workflow?
- Why can I see two cases, one for each applicant in the workflow?
- What do the colours on the workflow page mean?
- I don't want to see all Statuses on the Workflow Page can I change this?
- Can I move a completed case back to a previous status?
- Can I customise the Workflow?
- What happens if a task is not completed?
- Can I skip statuses with no tasks?
- Who can complete a task?
- What if no user in the firm has the assigned role?
- Can I have different workflows for different teams?
- Do Mandatory tasks appear in the user’s task list?Yes – mandatory tasks appear in the Tasks tab and must be marked complete before progressing the case.
- Can I make changes after publishing?
- How do I remove all mandatory tasks?
- Can I reorder the workflow statuses?
- Can I assign more than one role to a task?
- Can I reuse the same task in multiple statuses?Yes – the same task (e.g. “Review client documents”) can be assigned to more than one status if relevant.
- Are tasks visible to all users?
- What does Auto-Assign actually do?
- What happens if I unpublish and then republish a new version?
- Can I track overdue tasks?
- Can I export or report on workflow task completion?
- Do mandatory tasks affect compliance?
- Can I remove a task from a live workflow?
- Can I use this for Protection or General Insurance workflows?