Workflow configuration
- How to automatically send an E-mail or SMS via an alert
- How to automatically send an E-mail or SMS via a workflow action
- How to change when jobs automatically create
- Bulk progress jobs
- Set up automated target dates
- Add a new stage to an existing workflow
- Create a new job field
- Set up a new trigger field
- Create a new deadline
- Use the bulk staff allocation tool
- Create a new route variation
- Change which route a client uses
- Cater for steps that can happen at different times / in different orders
- Add a job field to hold the current job holder
- Deactivate/delete a workflow system
- Change the order of stages
- Remove a stage from a workflow
- Change job card layout and colour
- Add a new step (the blue progress buttons) to a workflow
- Activate the 'Not applicable' tickbox on a date type job field