Improve your experience. We are very sorry but this website does not support Internet Explorer. We recommend using a different browser that is supported such as Google Chrome or Mozilla Firefox.

Workflow Deep Dive for End Users

This course will give you the confidence to navigate a Workflow and its tasks as needed to complete a record.

Description

This course is designed to help daily users understand the basics of navigating Workflows and Tasks within a record type. You will learn the overall purpose of the workflow and how permissions and status changes affect it. You will see how tasks are assigned and claimed using Task cards and the My Tasks page.

Course Objectives

By the end of this course, learners will be able to:

Understand the purpose of a Workflow
Navigate workflows and tasks
Assign, claim and release tasks
Effectively use Task cards and the My Tasks page
Work with subtasks
Use advanced features