Tips & Tricks: Automatically Create a Workflow Task

May 11, 2015

Category: Tips & Tricks

A big part of the efficiency business process management delivers to your organization is realized through automating as much work as possible within each task or process. You can improve productivity even further by taking a step back and automating the actual creation of a workflow task.

There are several ways you can configure your software to generate a new task:

• Data import from a 3rd party (e.g. from your billing software) or from a native program on your computer (such as Excel).
• Saving a scanned document to a pre-configured bin, regardless of whether the document is indexed manually or auto-filed.
• Email receipt to a defined email address. Any attachments will automatically be linked with the task and the email body will be captured in the task notes.
• On a schedule or calendar basis based on a preset frequency.
• ERN report generation from D&R Manager.

If you need help setting up any of these kinds of task-creation automations, please reach out to Tech Support at support@medforcetech.com or [845] 426-0459 x2.

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