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Processes

Creating a Process Flow

Creating a Process Flow

Kris - Onboarding Support

July 01, 2020 16:20
Updated

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Adding a Step Event - Email, Milestone, Process Action and Screening Order
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Adding and Rearranging Process Steps
Creating a Process Flow
Chaining Process Flows
Adding Task List Automation to Process Steps
Adding Forms to a Step
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Processes Overview

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