Workflow Management

Temporary Workaround for Sending Workflow Templates from an Applicant Profile
Depending on your account’s configuration, the Workflow Management feature may not be available. It is also not available for accounts using multi-site at t...
Workflows: Understanding Target User, Current User, and Supervisor
When you’re setting up a workflow or creating task templates, you’ll notice roles like Target User, Current User, and Supervisor. Here’s what each one means...
Workflows: The difference between Task Group and Workflow
While there isn’t a huge difference between the two, here are a few key distinctions that can help you decide which to use depending on your needs: Tas...