Using workflow automation

QBCU
1.2.6

Workflow automation is used to remind those responsible for tasks that those tasks need to be completed. Reminders to pay a vendor, make a bank deposit, or approve invoices can automatically go out via email, mobile devices, or push notifications to one or more persons who are responsible for completing a given task.

Follow these steps to access workflows:

1. Click on the gear icon.
2. Select Manage workflows below the TOOLS column, as indicated here:

   

   Figure 2.19: The Manage workflows option in the TOOLS column

3. The following window will appear:

   

   Figure 2.20: Workflows window

   Click the Create workflow button.

4. The following Workflows screen will appear:

   

   Figure 2.21: The Workflows screen

   There are three primary sections to a workflow: My Workflows, Templates, and History. A brief explanation of each of these sections follows:

   • My Workflows...