Organise Processes with Workflows
Group a series of tasks together, ready to assign to vehicles complete with optional instructions, notifications and e-signatures.
A single Workflow contains a series of Tasks.
Go to Business -> Workflows and type in the name and description of your new workflow.
You can then add your first task by filling in the details for Task #1.
You can then choose whether to request (optional) or require (mandatory) instructions before the first task begins, choose who you'd like to notify once the first task begins, and then who you'd like to notify once the first task has been completed.
Press Insert Task and repeat these steps for as many tasks as you'd like to add to this particular workflow.
Easily assign and track workflows from the Browse Vehicles page. Click No Workflow to assign a workflow.
In your Vehicles -> Workflow Overview section you can see an overall summary of which vehicles are on which task in each workflow.