At summit I seen a few cool examples of people using business scenarios/recurring tasks for month end checklists etc. I am not finding a lot of guidance on the web or in the documentation.
Anyone have good examples and/or a good place to go learn more?
Anyone using these for sop’s?
Screens WZ201000/WZ202000.
Subscribing to this thread as I’d also be interested in seeing some examples of how others are leveraging business scenarios.
I’m looking to move some of our SOPs and checklists into a task-based format. For example, I’d like to run month-end processes—such as bank reconciliations, job tie-offs, loan tie-offs, etc.—as structured task lists. This would give all the notes and screens needed in the task (at least thats the question of this feaature) to accomplish the task.
I’m also wondering if we could do the same for project work. Ideally, when a project is created, a business event would automatically generate a standard list of tasks that need to be completed. Then you could monitor that in dashboards.
Tons of potential ideas.
Thanks.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
