Tasks requiring attention
Due soon, overdue or awaiting action
Dashboard
Welcome back
Entity summary
Open workload
Recent activity
Latest changes you can access
Quick actions
Common workflows
My Tasks
Tasks currently assigned to you
Assigned by Me
Track work you delegated and follow up
Team Tasks
Tasks assigned to employees who report to you
Approvals
Completed tasks awaiting your decision as Task Owner
Entities
Companies and organizations to which work relates
People
Employees, reporting hierarchy and responsibilities
Reports
Live summaries based on records you can access
Entity workload
Administration
Configure users, hierarchy and master data
User administration
Employees appear here after signing in once. Set their names, employee number, designation, role and reporting manager.
Entity responsibility
Assign primary or secondary responsibility for an entity.
OneDrive integration
Version 1 stores OneDrive links and metadata. Upload files into the shared folder, then attach the sharing link to a task.
Open TaskFlow Attachments