Draft Task


  1. Overview

  • The Meeting form shall be initiated at this step of the workflow.

  1. Sections

Sections

Visible

Editable

Meeting Information

✔

✔

Agenda

✔

✔



  1. Routing

  • Please refer to the diagram in the Overview section to see an end-to-end workflow.

  • A Meeting can only be routed forward to the Approval step. 


  1. Entering Draft Task

  • The Draft task is entered after starting a new Meeting.        

  1. Submitting Draft Task


  • Submitting Draft Task will follow the standard routing process. Please refer to the routing process in the introduction module of this guide for more details.

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