The Workflow functionality provides the possibility to manage and automate repeatable business processes and tasks, minimizing the risk of errors and increasing overall efficiency. With the help of the Workflow functionality, managers can make quicker, smarter decisions and employees are empowered to collaborate in a more productive and agile way.
Process workflow is the set of steps and activities that occur in a particular order and are necessary to complete a task. Each step in a workflow has a specific step before and a specific step after, with the exception of the first and last steps.
Using the Architect Workflow functionality you can:
Create process workflows with visual editor.
Incorporate notifications to SMS, Chat, Email as supplement to task traverse of workflow.
Assign custom extension functions across the routing life of the task.
For more details refer to the following pages:
Workflow Builder - to create and manage the process workflows.
Tasks - to have an overview of the workflow tasks and edit them.
Task History - to see the activity of a specific workflow task.
Task Notes - to view and manage notes attached to the task.
