Create a workflow for every process in your team

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 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.

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.

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.

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.

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.