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Bulk Edit Selected Actions

Module How Tos Actions Module How Tos (Essentials Suite)

To bulk edit selected actions, select Settings under the Action Module on the Main Menu. Open the Workflows Tab. Clicking on the plus sign on the left of the action group name will expand to list all actions within the action group in tabular form. When exp...

Add a Budget Approver Group in the Actions Module

Module How Tos Actions Module How Tos (Essentials Suite)

To create a new budget approver group in the action module, select Settings under the Action Module on the Main Menu. Open the Budget Approvers Tab. Click the “New Approver Group” button opening the New Budget Approver Modal. Input a title for the new bu...

Kanban Module Summary

Kanban Module Kanban Module Introduction

Understanding the Kanban Headers

Kanban Module The Kanban Board

Kanban Context Menu Explanation

Kanban Module The Kanban Board

Additional Card Filtering Capabilities

Kanban Module The Kanban Board

A Conceptual Explanation of Kanban

Kanban Module Kanban Module Introduction

Kanban Module Home Page

Kanban Module Kanban Module Introduction

Kanban Board Context Menu Option ExplanationsOptionExplanationAdd TaskSelecting "Add Task" on the context menuGo to KanbanSelecting "Go to Kanban" on the context menuKanban PropertiesSelecting "Kanban Properties" on the context menuDelete KanbanSelecting "...

Examples of Kanban in Use

Kanban Module Kanban Module Introduction

Board View: Full Card vs Compact Cards

Kanban Module The Kanban Board

Using Form Fields to Vary Tab / Status Display

Kanban Module The Kanban Board

Creation and Use of Presets

Kanban Module The Kanban Board

List of Kanban Module How Tos

Kanban Module Kanban Module How Tos

Edit a Workflow

Module How Tos Actions Module How Tos (Essentials Suite)

The default workflows (Basic, Basic with Approval, and Complex with Approval) cannot be edited. To edit a workflow, open the Workflows Tab on the Settings Page of the Action Module. Click the three-dot icon to the right of the Workflow title you wish to edit,...

Copy a Workflow

Module How Tos Actions Module How Tos (Essentials Suite)

To copy a workflow, open the Workflows Tab on the Settings Page of the Action Module. Click the three-dot icon to the right of the Workflow title you wish to copy, opening the Workflow Context Menu. Select “Copy Workflow” from the context menu, opening the ...

Delete a Workflow

Module How Tos Actions Module How Tos (Essentials Suite)

To delete a workflow, open the Workflows Tab on the Settings Page of the Action Module. Click the three-dot icon to the right of the Workflow title you wish to delete, opening the Workflow Context Menu. Select “Delete Workflow” from the context menu opening...

Delete an Action

Module How Tos Actions Module How Tos (Essentials Suite)

To delete an individual action, go to the Bulk Edit Tab of the Settings Page in the Actions Module. Identify the action you wish to delete and click the three dot icon to the right of the action title, opening the Bulk Edit Action Context Menu. Select the ...

Delete a Budget Approver Group

Module How Tos Actions Module How Tos (Essentials Suite)

To delete a budget approver group, go to the Budget Approver Tab on the Settings Page of the Actions Module. Click the three dot icon to the right of the Budget Approver Group Title opening the Budget Approver Table Context Menu. Select the option to “Delet...
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