After a business user creates or edits record data, the action initiates a business process. The business process generates tasks to managers to participate in the review process. The task inbox displays tasks that you claim and all unclaimed tasks.

After you create or edit record data, you can save the form as draft to submit later. Users can view only their drafts and submitted forms.

Charts and graphs include tasks overview, customer onboarding time, customers added by year, and source systems.