Workflows

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 Checklists.

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.

In this example we have 4 statuses with each of them having 1 Checklist except for the last status.

---

Other features which will be based on your Workflow

Rollout Planning

On the Rollout Roadmap, 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 Client Dashboard depending on the date they are opening it.

In this example we have scheduled the completion of our 3 Checklists within August and September of this year.

Inventory Dashboard

Reporting Dashboard

Finding Clients

Client Assignment