Adding Workbooks Into an Existing Workflow

Adding a workbook into the workflow

1. Navigate to workflows page: Navigate to the workflows page and choose the appropriate workflows from the available options.

2. To add a new task, select the option labelled "Add Task." This action will allow you to create and input a new task into your task list or management system.

3. After clicking on the "Add Task" button, you will be prompted to choose from several options, including selecting a specific task, assigning it to a project, designating assignees responsible for completing the task, and selecting approvers who will review and approve the task upon completion.

4. When you click the Create button, a popup will appear asking if you want to create a workbook. Choose "Yes".

Editing an existing task

By clicking on the pencil icon, you can modify the assigned individuals and the designated approvers for the task or process.

Selecting the pencil icon will bring up the following screen. When you are finished editing the task, select "Confirm".