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  1. MyWorkpapers
  2. Workflow

Workflow

Learn how to create your own firm Workflow and how to add, edit and delete Workflow Steps, Sections and Tasks.

How to set up a Workflow

  • Adding Steps, Sections and Tasks
  • Editing a Step, Section or Task
  • Deleting Steps, Sections and Tasks
  • Reordering Steps, Sections and Tasks
  • Completing Steps, Sections and Tasks
  • Completion status

How to import a Workflow

  • How to import a Workflow

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