Guide
Rollout Managers
Rollout Managers
  • 👋Welcome to Rollouter
  • Setup
    • Custom Fields
      • Creating a Custom Field
    • Checklists
      • Conditional Checklists
      • Persistent Checklists
      • Creating a Checklist
    • Workflows
      • Creating a Workflow
    • Inventories
      • Creating an Inventory
      • Creating Clients
      • Importing Clients
    • Client Links
      • Advanced Client Links
  • Working with Clients
    • Client Detail View
      • Default & Custom Fields
      • Checklists
      • Attachments
      • History
      • Moving Clients
    • Finding Clients
    • Tasks
    • Delivery Sheet
    • Linking Clients
    • Client Groups
  • Rollout View
    • Calendar
    • Client Dashboard
    • Collaborators
  • Rollout Planning
    • Roadmap & Burndown
    • Appointments
    • Client Assignment
    • Working Days
  • Integrations
    • ServiceNow
      • Preparing your ServiceNow instance
      • Connecting Rollouter to your ServiceNow instance
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  • What is a Workflow?
  • Other features which will be based on your Workflow
  1. Setup

Workflows

PreviousCreating a ChecklistNextCreating a Workflow

Last updated 7 months ago

What is a Workflow?

A Workflow represents the processes relating to one or more Inventories.

Every Workflow consists of a number of consecutive statuses, which in turn, with the exception of the final status, each consist of one or more .

Each Client must complete all Checklist steps in order to advance to the next Workflow status.

Workflows are a Global Feature and can be re-used within multiple Rollouts.

They can be managed under Settings -> Workflows by users who are at least Rollout Manager.

Other features which will be based on your Workflow

This dashboard which can be opened under Inventory will display the distribution of your Inventory's Clients among the statuses:

Under Reporting you will see how many Clients were advancing to their next status in a given timeframe:

On the , you can define timespans for Checklists or Workflow statuses in which they need to be worked on by your team.

The schedule you define here will determine which Clients are shown to your team on their depending on the date they are opening it.

When under Inventory -> Clients you can specify a Workflow status:

The lets you define which of your team members should be assigned to a Client once it reaches a specific Workflow status:

Rollout Roadmap
Client Dashboard
filtering Clients
Automatic Client Assignment
Checklists
In this example we have 4 statuses with each of them having 1 Checklist except for the last status.
In this example we have scheduled the completion of our 3 Checklists within August and September of this year.
In this example, our Inventory with the Workflow from above has 3 Clients "In Preparation", 5 clients "In Delivery", 4 clients "In Follow-up" and 10 Clients which are "Completed".
Here we have 3 Client status progressions shown in the chart.
The statuses of your Workflow will show up as filter options.
The statuses of your Workflow are reflected in the assignment configuration, except for the last status.