What can Workflows be used for?
Workflows are designed to support standard business processes within your company, where a set of pre-defined tasks should be completed as part of the business process. These could be for processes such as New Starter, New Supplier, Product Release or Promotion. The business process is defined as a Checklist Template and then can be executed as a Checklist.
Workflows can be associated with a specific Employee, Project or Company. The tasks that are part of the workflow can be assigned to different people or teams within your company and progress can be tracked.
Workflows allow you to audit your standard business processes, ensure they were completed correctly and to time.
What is the difference between a Checklist and a Checklist Type?
A Checklist Type is a template for a business process and lists the tasks that should be completed as part of that business process and who is responsible for each. A Checklist is an instance of an executed business process that is based on the Checklist Type.
Can Workflows be Related to Projects and Employees?
Yes, they can. When defining the Checklist Template you can specify whether the workflow is associated with a type of entity such as Project or Employee. When creating an associated Checklist, you must then associate the workflow with a specific Project or Employee.
What is the Difference between Workflow Tasks and Project Tasks?
Workflow Tasks and project Tasks are quite similar but are treated separately within Workup. A Workflow task is part of a pre-defined workflow and is not necessarily associated with a Project. Project Tasks are always associated with a project and are generally adhoc tasks that need to be completed for a project.
In the future we will be combining Workflow Tasks and Project Tasks so they can be managed and viewed together.