Using workflow automation

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:

3. The following window displays:

4. Click the Create workflow button and the following screen displays:

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

My Workflows: This tab lists all the workflows that have been initiated or used.

History: This tab keeps a record of the workflows used along with the outcome and the date.

Templates: This tab lists the predesigned workflows that can be adopted or used...