Tasks and workflows
For recurring procedures, you build workflow templates with clear steps. Each step has an operation type, such as review, approval, signing, stamping or creation, and each step has an owner, a deadline and instructions, with one path on acceptance and another on rejection. Then you start transactions from any template, follow their progress step by step in the path diagram, and see the overdue ones, their files and their log.
8 articles
Articles in this module
0:561The Tasks page in Mstnd: your tasks and your team's in one place
Mstnd's Tasks page lists your and your team's tasks with system number, operation, status, priority, assignees and due date, plus scopes, filters and a report.
14 min read0:56
1:032Creating a new task in Mstnd: assign the work and follow its progress
Learn to create a new task in Mstnd: title, description, dates, priority, operation type, files, routing, assignment and links, then create or save as a draft.
15 min read1:03
0:573Carrying out a task in Mstnd: from «Start» to «Complete task»
Learn the Mstnd task page: view its data and routing, start work, preview the operation file, approve or reject it with a note, then complete and log the task.
17 min read0:57
0:414Transactions in Mstnd: follow every workflow from one screen
Learn the Mstnd Transactions page: see every workflow with its number, status, priority and progress, use scope and filters, export it and start a new workflow.
13 min read0:41
0:485Transaction details in Mstnd: know where your transaction stands and who is handling it
Learn the Mstnd transaction details page: progress, current step, workflow steps, the path diagram and branches, comments, files and log, pausing or cancelling.
15 min read0:48
0:446Workflow templates in Mstnd: ready-made templates for your organization's procedures
Learn Mstnd workflow templates: recurring procedure templates with status, version, steps and transactions, search, filters, view, edit, copy, archive, create.
12 min read0:44
0:457Workflow template details in Mstnd: understand the path before you launch it
Learn the Mstnd workflow template details page: each step's operation, owner and deadline, positive and negative paths in the diagram, and starting a workflow.
13 min read0:45
1:188Building a workflow template in Mstnd: design your own approval path
Learn to build a workflow template in Mstnd: name, visibility, step operations, deadlines, instructions, routing and assignment, rejection paths and publishing.
20 min read1:18