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Setting Up Tasks

With a task, you can record activities, instructions, or work orders directly related to a record and share them with other users or user groups. Unlike information, a task requires active processing by the recipient.

Info

Simple or one-time tasks can be created directly through the Flow Path Info FactBox. This allows necessary activities to be quickly recorded, specifically assigned, and tracked at any time.

To learn how to create a task entry via the Flow Path Info FactBox, see Creating a Flow Path Task Entry

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