Workflow Diagram

The Workflow Diagram allows firms to create a step-by-step guide for individual team members or the team as a whole to follow, effectively allowing firms to hold the hand of team through the entire engagement. In this Help Centre chapter you will learn how to create your own firm Workflow Diagram and how to add, edit and delete Workflow Steps, Sections and Tasks.

What is the Workflow Diagram

How to set up a Workflow Diagram

How to import a Workflow Diagram