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Create New Workflow

Module How Tos Actions Module How Tos (Essentials Suite)

To create a new workflow, select Settings under the Action Module on the Main Menu. Open the Workflows tab. Click the “New Workflow” button opening the New Workflow Title Modal. Input the title of the new workflow and select the “Save” button. The new...

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

Kanban Module Introduction

Kanban Module

Kanban Module Summary

Kanban Module Kanban Module Introduction

A Kanban Base Form

Kanban Module

The Kanban Board

Kanban Module

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

Kanban Module Email Alerts

Kanban Module

There are no email alerts associated with the Kanban Module.
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