From the Dashboard page, click the "Gear" icon in the upper right corner.
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Click "Project" from the dropdown menu.
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The Manage Projects page will display a table of all the projects in the system.
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Click "Add Project" in the upper right corner to add a new project to the table.
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Fill in the required fields in the Add Project window to set the parameters for your project.
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Click the "Association" field to trigger a dropdown menu of the associations you can choose from.
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Click "Add" to save your project.
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Adding Tasks to Projects
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Once you have saved the project, you'll notice three icons under the project's Action column. Click the "Manage Tasks" icon to add tasks to the project.
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The Edit Project Detail page will include a table where you can add tasks that must be completed when the project is triggered. Click the "Add Task" button to add a task to the table.
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For each new task you'll have to fill in fields specifying its category, condition, and workflow.
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Click "Add" to save the task.
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Tip! You can utilize drag and drop to reorder tasks if needed.
Editing Projects
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Navigate back to the Action column for your project and locate the "Edit Project" icon. Click the icon if you need to make any updates to the project's details.
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If you wish to delete a project you can click the "Delete Project" icon.
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Assigning Projects to a Trigger
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In the upper right corner of the page click the "Settings" button.
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The Project Settings window will allow you to assign your project to a specific system action.
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For example, the "Sample Transaction Project" project we created would be assigned under the "Transaction Management" field. As a result, this project and its tasks are triggered every time a user manages a transaction.
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Click "Update" to save the project settings.
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