Step 4: What’s next

• You’ve learned about projects and tasks. What’s next? This step will briefly introduce two additional concepts: a workflow and a Control Board. They are managed in Task Workflow Manager and Control Board Manager.

  

• A workflow is a series of tasks and workflows that are executed in sequence. For example, you can combine your Web Reader task with a pandas+ task. This workflow fetches the latest data and then filters it based on the dates in the workbook.

  

• A Control Board provides visualization tools with common controls. You can create your own candlestick charts, custom buttons, date range pickers, stacked area charts, etc.

  

• To learn more about Finplicity, you can open Documentation from the ribbon or directly visit help.finplicity.com in your browser. This quick start guide is also available there.