What are workflows?
A Workflow is a sequence of tasks that processes a set of data. Anytime data is passed between humans and/or systems, a workflow is created. Workflows are the paths that describe how something goes from being undone to done, or raw to processed.
It happens when the set of tasks is predictable and repetitive. This means that before an item begins the workflow, you know exactly what path it should take.
Example: Purchase requisition approval workflow.
In a case workflow, you do not know the path required to complete the item at the start. The path reveals itself as more data is gathered. Examples: Support tickets and insurance claims.
Projects have a structured path similar to processes, but there may be more flexibility along the way.
Example: Releasing a new version of your website.
Make sure important decisions or small administrative tasks follow the right processes.
Select applicants for jobs, vendors with custom solutions, products, and more.
Request for proposal
Ask for new proposals in particular contexts. Reviews them with custom reviews.
Select new articles subjects and validate them in several stages.
Create timed challenges or ongoing ideas campaigns. Evaluate each of them. Turn them into concrete projects.
In stage-gate process, with integrated kanban and economic evaluation, create powerful projects selection
Improve business operations
By defining specific steps and sequences needed to complete a task, you can improve business operations.
Reduce operational expenses
As processes are streamlined and work gets done faster, you may find that you need fewer resources to get the job done.
Eliminate redundant processes
Using workflow management can help you more easily detect redundancies and eliminate waste.
First add some stages or steps in your workflow
Add steps in your collaborative workflow. Define what tools may be used in each step (stage).
Steps can be created with default templates or build custom as you like.
With a few clicks, easily define the user roles who can do what in each of the stages you have created. Roles are fully customizable. For example, roles can be defined as internal staff, external members, logged out users, etc...
Flexible visibility permissions
Then define which roles can see what in each stage. Using this, you can create custom posts that will be partially visible.
This is particularly useful when you need to create collaborative contributions, on which several users need to act on. But based on his role, group membership, and more, you need to make the interactions partially visible.
Attach a space to one or several groups
you can allow some individual users or groups to be able to create or view publications, some other /individual/ group members crate and/or view votes, comments, reviews, team member applications, comments, economic evaluations etc. This allows you to make highly custom participative workflows in which you can define precisely multi-stakeholders and players with dedicated assigned rules to each of them. The possibilities are endless...
Check publications in stages
You users will be able to see in what stages the publications belongs to.
Set Custom reviews criterias for each space
Between each of the stages are the gates – decision points on whether to allow the project to continue further, into the next stage.. One of the tools that will enlight decisions points are reviews.
Add any of these fields in custom steps in just one click. Combine several of these tools to make creative custom posts. For example, adding a budget field to a date field, will allow members to submit events with a ticket price.
You want to create new spaces in minutes? Design and define reusable workflow templates to help standardize your flows and accelerate their rollout.