Media Summary: In this episode, Dale describes how to create and configure applications to provide various types of user feedback. Topics ... Of course, as standard, Workbooks can track activities like Phone Calls, Emails and Meetings, but what if you have a specific type ... IN this episode, Dale walks through the process of configuring

Training Webinar Custom Task Basics - Detailed Analysis & Overview

In this episode, Dale describes how to create and configure applications to provide various types of user feedback. Topics ... Of course, as standard, Workbooks can track activities like Phone Calls, Emails and Meetings, but what if you have a specific type ... IN this episode, Dale walks through the process of configuring In this episode, Dale discusses the ins and outs of user assignment in Process Director. Topics covered: 00:00 - Intro 02:30 ... Thank you for registering for the 2026 AEWG Symposium. We are excited for another year of educational programming and ...

Photo Gallery

Training Webinar - Custom Task Basics
Training Webinar - Custom Task Basics
Training Webinar Custom Tasks Overview
Training Webinar - Custom Tasks Overview
Training Webinar - Custom Tasks
Training Webinar - Form Custom Tasks
Tasks and Collaboration - Training Webinar Series
Training Webinar - Creating Feedback Apps
How to create Custom Tasks in Workbooks CRM
Training Webinar — Offline Email Task Completion
Training Webinar - Task Completion via Email
Training Webinar - User Assignment
Sponsored
View Detailed Profile
Training Webinar - Custom Task Basics

Training Webinar - Custom Task Basics

In this episode, Dale discusses the

Training Webinar - Custom Task Basics

Training Webinar - Custom Task Basics

In this

Training Webinar Custom Tasks Overview

Training Webinar Custom Tasks Overview

In this

Training Webinar - Custom Tasks Overview

Training Webinar - Custom Tasks Overview

In this

Training Webinar - Custom Tasks

Training Webinar - Custom Tasks

In this

Sponsored
Training Webinar - Form Custom Tasks

Training Webinar - Form Custom Tasks

In this

Tasks and Collaboration - Training Webinar Series

Tasks and Collaboration - Training Webinar Series

In this

Training Webinar - Creating Feedback Apps

Training Webinar - Creating Feedback Apps

In this episode, Dale describes how to create and configure applications to provide various types of user feedback. Topics ...

How to create Custom Tasks in Workbooks CRM

How to create Custom Tasks in Workbooks CRM

Of course, as standard, Workbooks can track activities like Phone Calls, Emails and Meetings, but what if you have a specific type ...

Training Webinar — Offline Email Task Completion

Training Webinar — Offline Email Task Completion

In this

Training Webinar - Task Completion via Email

Training Webinar - Task Completion via Email

IN this episode, Dale walks through the process of configuring

Training Webinar - User Assignment

Training Webinar - User Assignment

In this episode, Dale discusses the ins and outs of user assignment in Process Director. Topics covered: 00:00 - Intro 02:30 ...

AEWG pre-symposium training webinar 4/29/26

AEWG pre-symposium training webinar 4/29/26

Thank you for registering for the 2026 AEWG Symposium. We are excited for another year of educational programming and ...