Processing Stage Workflow Tasks

1. Edit Sub-object Task

After you complete the task, click “Save and Complete Task.” If there are no other pending tasks in the current stage, the system prompts whether to proceed to the next stage.

2. Create Associated Object Task

Create the associated object and click Save. If there are no other pending tasks in the current stage, the system prompts whether to proceed to the next stage.

3. Bulk Edit Sub-object Tasks

Click “Save and Complete Task.” If there are no other pending tasks in the current stage, the system prompts whether to proceed to the next stage.