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InCheck Best Practices

Matt F.
  • Updated
InCheck Best Practices
  • Make sure all Tasks in your Workflows are assigned to either Users, Teams, or Roles when you create them
  • Make sure that either your Users or Teams are associated with the roles that you assign work to
  • Update the assigned Roles when there are changes at your organization

You can fully automate your organization's Workflows if you make sure that all Tasks are assigned to a User, Team, or specific Role. The table below offers an example of each type of scenario.

TaskAssignment_Table.jpg

You can fully automate your organization's Workflows if you make sure that all Tasks are assigned to a User, Team, or specific Role. The table below offers an example of each type of scenario.