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?