Recently Updated Pages
Create a Permissive Task Group
Creating permissive groups allows a user to combine tasks into a group. When tasks are grouped to...
Create a New Task Schedule Template
To create a new task schedule template, open the Task Template Tab on the Settings Page in the As...
Account Module How Tos
How To: Add an Access Level for an Individual How To: Archive a User Account How To: Bulk Imp...
Export Action Groups in a CSV File
To export all actions within an action group, go to the Actions Home Page and click the title of ...
Edit An Action Group Template
To edit an action group template, select Templates from the Actions Module Main Menu, opening the...
Edit an Action Group Status
Action groups are manually assigned a group status than can be manually edited as needed for the ...
Delete an Action Group Template
To delete an action group template, select Templates from the Actions Module Main Menu, opening t...
Delete an Action Group
To delete an action group, select the Groups Page on the Main Menu, opening the Manage Action Gro...
Delete an Action
To delete an individual action, go to the Bulk Edit Tab of the Settings Page in the Actions Modul...
Create New Workflow
To create a new workflow, select Settings under the Action Module on the Main Menu. Open the Work...
Create A New Action Group Template
To create a New Action Group Template, select Templates from the Actions Module Main Menu, openin...
Copy an Action Group Template
To copy an action group template, select Templates from the Actions Module Main Menu, opening the...
Bulk Edit Selected Actions
To bulk edit selected actions, select Settings under the Action Module on the Main Menu. Open the...
Archive an Action Group
To archive an action group, select the Groups Page on the Main Menu, opening the Manage Action Gr...
Add Actions to an Action Group Template
To add actions to an action group template, select Templates from the Actions Module Main Menu, o...
Add a Budget Approver Group in the Actions Module
To create a new budget approver group in the action module, select Settings under the Action Modu...
Add A Budget Alert for an Action Group
To add a budget alert for an action group, go to the Actions Home Page and click the title of the...
Create a New Budget Approver Group
To create a new budget approver group, open the Budget Approvers Tab on the Settings Page in the ...
Actions Module Email Alert Summary
Users can enable and set their own notifications preferences for system emails on the Notificatio...
Actions Templates Page
Selecting Templates from the Main Menu opens the Manage Templates Page that allows for the creati...