Overview and the Dashboard

CASH Workflow helps achieve full automation of a business workflow.

  • CASH Workflow provides instant visibility and control of a workflow by showing information about processes including tasks, due dates, and status.

  • Process Templates help manage workflows efficiently. Administrators can set up templates quickly and efficiently by dragging and dropping template components, defining data points, and managing users and roles.

  • Users complete tasks in a Process. A personalized dashboard helps a user manage and complete tasks in a Process by displaying a user's tasks, notifications, alerts, and all tasks in the system.