Scheduled Task


  1. Overview

  • Any information of the meeting will be reviewed 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 Closed step. 


  1. Entering Scheduled Task

  • The Scheduled task is entered after finishing drafting the meeting form.        

  1. Submitting Scheduled Task


  • Submitting Scheduled 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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