How-to • Transactions
What are Task Autofills
Task autofills help you to set a checklist of steps and pre-define tasks which you can use, modify, add-to, or rearrange to move your transactions to completion.
Autofill tasks:
- Assing Tasks
- Upload File
- Kickoff Meeting
- Reimburse Purchase
- Review Comments
- Final Work
- Final Payment
These are basic guidelines and only serve as a starting point. Please change to best meet your objectives.
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