Knowledge Base

Using the Quick Start Widget

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Navigating the Dashboard

Using the Quick Start Widget

  1. The Quick Start Widget has 3 main options on it.
  2. Clicking Add New Process will take the user directly into the Create Process window.
  3. Clicking Manage Schedules will take the user into the Process Scheduling window where the user can review and edit existing schedules or create new ones.
  4. Clicking Add New Connection will take the user directly into the New Connection window where they can create a new connection.

 

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