Transaction Management Task Projects 

Overview:

In this article, we will review Transaction Projects. A Transaction Project is a collection of tasks associated with a specific transaction. This feature allows for structured task management, ensuring important steps are tracked and completed consistently.

Important to Know:

• Only users with Admin + Configuration access can create, edit, or delete projects
• Projects can include a series of tasks, which may be triggered automatically based on conditions or added manually by the user
• Option to set a default task project to trigger automatically
• Ability to send a project status recap email directly from the platform

Please find the available resources below.

Quick Reference:

Link to Full Step-by-Step Guide