This section allows you to add items for users to complete, such as personal information fields, content pages, file uploads, and more.
To access this section, select a workflow, click Edit, then click Add Task.
- Personal Information allows users to provide a general introduction.
- Content Page allows users to view and read provided information or instructions.
- File Upload allows users to submit documents or files such as Compliance Files, Evidence Files, and General Files.
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Courses and Programs allows users to complete assigned courses and programs as part of the workflow.
When assigning courses and training to a workflow, you'll be able to check the status of the courses, the date it was las modified as well as using the search tool to find the desired course quickly.
- Self-Assessed Skills allows users to evaluate and report their own skills and proficiency levels.
Next step: Set up your workflow settings. See the related article for details: Workflow Settings