This article will summarize how you can view, and manage your Tasks.
Now that you have your automated tasks set up you need to understand where to look and how to manage your tasks. If you do not have automated tasks set up please refer to this article: How to set up automated actions?
Once you start seeing tasks being assigned and completed by workers, you will want to now start getting used to where to look and find this information within the Corfix Admin.
There are a couple of places you can manage and review Tasks, below is a list with pictures for each of them;
- Tasks page
- Form Details Page
- Projects
The other benefit to having Forms and Tasks tied together within Corfix is a Case is created. Here is a guide that outlines what a Case is. What is a Case?