The Task Log
Table of Contents
Overview
Similar Posts
How to add a form to a status
With Forms, you can customise what appears on the status page and add custom fields so you can collect all the data you need for that Workflow. Adding a Form to a Status Note: To discover how to create your own custom questions, view our guide.
Automated Events – Red Alert
The Red Alert automated event automatically changes a Task’s RAG status. You can set specific triggers so a red flag alert will be automatically placed on a Task when particular requirements are met. Adding a Red Alert Automated Event Check the Business Hours Only? checkbox if you want the Red Alert event to only happen during business…
How to add a Failed Appointment box
Adding a Failed Appointment box Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer.