Blue Relay Support

You can specify the action to perform if an assignee chooses an option or if an evaluator is true. You can also automatically perform actions as part of ...

You can set the following advanced options for the workflow. These options are set to No by default. Select Yes or No for the following options. Clear...

You can create a workflow by cloning an existing workflow and then modifying it.   To work with workflows, first click your profile icon to access Sett...

If a task is being completed by multiple assignees, it’s possible the assignees will choose different options. To resolve this, you can use evaluators to...

You can require assignees to complete one or more forms as part of a task. This is useful to ensure compliance guidelines are met or to simply collect mo...

Enter general information such as the task name, due date, and assignees. Task  Enter a name for the task. Description  Enter a description of the ...

You can provide options for assignees to choose from, then customize the workflow based on their response. For example, you could ask assignees to choose...

You can quickly reassign tasks in a workflow from one Blue Relay group or user to another group or user. These reassignments override the task assignees ...

When setting up a task, you can assign the task to Blue Relay users and groups, set a due date, require users to complete forms, and perform actions like...