Start with a simple workflow and make adjustments as you go along. Modify your worksteps until you've created the perfect process for your tasks to flow through. There won't be any missed steps, and you'll achieve ideal, repeatable results each time.
Create a workflow for every process in your team
What makes our workflows magical
Customize your process with flexible steps
Save time with ready-made task templates
Create and name a customized task template with specific fields and configurations. When this type of task occurs in the future, simply choose it from the task template list instead of setting it up from scratch. This is ideal for types of tasks that occur regularly.
Don't miss the important details with custom fields
Workflow-specific custom fields highlight the info that's most critical to the workflow. You can rely on custom fields to give you that additional bit of specificity you need.
Categorize and filter your tasks using labels
With workflow labels, tasks can be sorted and located with ease. Save time by defining naming conventions for each label instead of leaving it up to interpretation. Workflow-specific labels keep routine processes neat, standardized, and streamlined.
Stay in control with workstep ownership
Workstep owners are uniquely authorized to edit tasks once they reach a specific step in your workflow. Making key team members workstep owners allows the right person to evaluate tasks at the right time before moving them along for completion. Perfect for accounting and HR requests.
Be notified when tasks need your attention
Sometimes tasks don't concern you until it has reached a specific step in your workflow. When this is the case, make yourself a workstep assignee to get automatically assigned to tasks that reach a specific workstep.
Why use workflows?
Make it your own
Customize our workflows to fit your unique requirements. Editing is simple. Add custom procedures, make changes to predefined tasks, and set your work in motion.
Make the Flow Work for you
Reduce busywork with automation! Have a person responsible for a specific workstep? Make them an auto-assignee! Someone specific will need to sign off on a final piece of work before it moves forward. Use our flexible constraints to ensure compliance.
Achieve organizational Nirvana
Our workflows do wonders for transparency. Remove silly silos and empower your team by freeing up the flow of information. Use our Team Tasks feature and get a clear overview of your teammates' priorities.