Workflow and approvals
Work moves without being chased
Route a document through the people who need to see it, and keep a record of every step.
In practice
Workflow and approvals, as it runs
Your states
Not ours
Backlog, in progress, needs research, whatever you call it
Every step
On the record
Who moved it, when, and from what
No chasing
The system does it
Work appears for the person who owns it
What it does
Processes, not reminders
Define the states a document moves through.
Tasks that stay attached
The work lives with the document it concerns.
See the queue
Kanban and milestones make the next action obvious.
Provable history
Who approved what, and when, is recorded.
FAQ
Workflow and approvals questions
Yes. A workflow process can route an invoice through reviewers and approvers, with each step recorded against the document.
Start free, today
Create an account and put a real document through it in the next ten minutes.
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