Orders & Workflow
Learn how to setup and manage your Orders & Workflow features
- What is TapOrders & TapWorkflow?
- Introduction to TapWorkflow
- How to create a new Order
- How to Edit and Create Users in Orders & Workflow
- Working with Line Items in TapOrders
- How to find and manage Tasks in TapWorkflows
- How to review Open Orders in TapOrders
- How to cancel an Order in TapOrders
- What are the Client Status types in TapOrders
- How to view My Queues in TapOrders
- How to add a Customer Record in TapOrders
- How to integrate Salesforce in TapOrders
- How to set up Webhook Publish Integration