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Workflows

Workflow overview

ONESOURCE Workflow is a process management tool that helps you design, create, and manage the work needed to complete statutory obligations.
The key areas of Workflow include:
  • Tasks lists
    : Organize and track tasks.
  • Workflows
    : Design and monitor the sequence of tasks.
  • Dashboard
    : View the status and progress of tasks.
  • Setup
    : Set up your template designs and adjust settings.
You can design workflows to integrate with other ONESOURCE products. This integration gives access to the workflows directly from the product and automates processes to improve efficiency and accuracy.

Workflow status

The Workflows screen shows a view of all workflows and their current statuses
  • Active:
     A workflow is currently in progress and has one or more tasks that need to be completed.
  • Completed:
     All tasks within the workflow have been finished. It is important to note that once a workflow is marked as completed, it can't be reopened.

This article applies to:

  • PRODUCT: ONESOURCE WorkFlow