FAQ's
20 articles
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 these 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?
Can I set different SLAs for the same task in different statuses?
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?