Workflow Overview

Workup has a workflow module allowing you to define standard business processes and then execute them, ensuring the process is followed correctly and fully audited. These workflows can be linked to entities in Workup such as Employees and Projects. Example workflows could be New Project, New Starter, Role Change, New Customer etc. You can define steps required to execute the workflow and then assign and complete the individual tasks.

You first define a workflow template that defines the required steps and order of these steps. You can then execute this workflow, known as a checklist.

This is how you can administer workflow within Workup:

• Create Workflow Templates
• Create and Execute a Checklist
• Manage my tasks
• Use Workflow with Employee Events and Other Entities