MicrosoftMicrosoftSet up a "Template" Task
We have set up a "Template" bucket for repeating tasks such as wire transfers that involve several people. The initiator of the request uses the 'Copy task' function from the template, fills in the date and amount, and drags the item to an "Initiated>>Release" bucket (i.e., the wire has been initiated in the bank application by needs approval and releasing by an authorized individual). The person who authorizes the wire completes that step, then drags the item to the "Released >> Post" bucket (i.e., the wire has been released for processing by the bank and the transaction needs to be posted in our financial system). Finally, when the approved item has been posted in our financial system, that person check the task as complete and moves it to a "Completed" bucket. We also attach related documentation at each step of the task so at the end we have a complete record of the steps and documentation for the transaction.
