TapOrders & TapWorkflow Fundamentals
In this foundational course, you'll learn all of the basics that end-users need to know to use TapOrders & TapWorkflow. This course will also prepare you to administer TapOrders & TapWorkflow as a Super Admin.
Before We Begin...
Section Overview
How to Create an Order
Creating Editing and Canceling Line Items
How to Start, Assign, Complete & View Task History
Users
Clients
Views, Filters and Actions
End User Manual
TO Workbook
Lucid Charts
TapOrders Mobile App
Section Overview
Preferences
Business Units
Queues
Status Management
Notifications
Job Group & Job List
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