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Training Session-Auto-Assigned Workflows

Stephanie Westbrook

09/11/2017 22:56

Hi everyone,

We had a great time speaking during our training sessions. We went over how to

Optimize: Identify goals for particular processes and steps.
Create auto-assigned workflows and add assignees for specific statuses.
Automate: Set Requests to create Tasks or Projects for customer needs.
Monitor: Set up Dashboards to visualize workflows by status or team.
Visualize: Report on workflow status alongside custom fields or key info.

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