Question:
What is the difference between the Workflow Action menu and Task Action menu in PromoMats?
Answer:
Two different action menus can be found when a workflow is started and tasks are assigned. Actions that can be found from the Workflow Action Menu include:
- Add Participants
- Replace Participants
- Email Participants
- Update Workflow Dates
- Cancel Workflow
Actions that can be found from the Task Action Menu include:
- Reassign
- Update Task Due Date
- Cancel
Related Documentation:
Knowledge Articles:
- How to Cancel an Active Workflow in PromoMats?
- How Can a Reviewer be Replaced During an Active Workflow in PromoMats?
- How to Reassign a Workflow Task to Another User in PromoMats?
- How to Cancel a Workflow Task in PromoMats?