Use this page to create and edit tasks that will be assigned to individuals during the APFlow™ process.
Note: Tasks are vault-specific.
1.From My Paperless, click APFlow™ Settings.
2.In the APFlow™ Settings navigation bar, click Tasks.
The following page displays:
3.Click 
.
The Create Tasks page, GENERAL tab, displays:
4.In the Name field, enter an appropriate task name. For example: Invoice Review Complete?
Note: This is a required field.
5.In the Description field, enter a description of the task. For example: Has the user completed the review of the routed invoice and all associated documents?
Note: This is a required field.
6.In the Completes On field, use the field dropdown. For example: Manual Completion.
7.The Active check box is selected by default. If the task is not active for whatever reason, click to remove the checkmark in the Active check box.
8.Click 
.
Copying Tasks
1.To make a copy of an existing task, click the copy icon, 
.
A Copy Task dialog box similar to the following displays:
2.Click 
.
The new task will be listed on the Tasks page similar to the following:
3.Click the edit icon,
, to make any necessary revisions, including changing the task.
4.Click to update the copied task and save your changes.