How do I complete a step?
Use the To Do view to work on the current step.
Written by Graeme McRae
Updated over a week ago
  1. Click To Do on the left-hand side  menu. Flows requiring your attention will  be listed.

  2. Select the flow you want to work on. This will open the flow and allow you to work on the current step. The current step is displayed on the right of the screen. Completed steps are shown on the left.

  3. Fill in the required information and click Submit. The flow will then automatically proceed to the next step. Ongoing progress of the flow can be monitored in the Flows I'm In view.

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