Workflow Processes
Adding a new template:
· Choose a name and click on Save.
· Then click on edit, and add tasks to it.
· ...
Mon, 26 Feb, 2018 at 4:35 PM
Often during the course of workflow development, you will need to add new tasks to a workflow. The addition of new tasks is done in the following manner. ...
Wed, 13 Mar, 2019 at 8:52 AM
A task that may no longer be conducted can be removed in ClickHome 3 by following these steps: Please ensure that deleting the task does not break any l...
Thu, 12 Apr, 2018 at 2:27 PM
An item in a template that requires renaming can be achieved by following these steps. 1. Log into ClickHome 3 with a user account which has the System ...
Thu, 12 Apr, 2018 at 2:28 PM
Log in as a user with Template edit rights. Click Edit against the template you wish to copy. Once the Template Item screen loads, there is a &...
Mon, 26 Feb, 2018 at 4:35 PM
Summaries: · Each task in Clickhome can have a summary. (Leads Task, Pre Construction task or Construction Task). · Summaries ar...
Thu, 12 Apr, 2018 at 2:30 PM
Use this SQL Script to generate data that can be used for testing or diagnosing problems with templates
Tue, 19 Sep, 2017 at 10:17 AM
There are various steps the system takes to choose a template.
Mon, 26 Feb, 2018 at 8:10 PM
To Configure the Advanced Planner all you need to do is add advanced plan days. -1 Means turn off anything other than -1 means send the Callup X days be...
Tue, 19 Mar, 2019 at 11:03 AM