How to work with workflows? Did you know that tasks can be part of workflow? Learn about workflow items and see how workflow software by Comindware helps you automate workflow processes and avoid manual creation of next-step tasks. In Comindware Tracker workflow process is a sequence of steps you or your team should go through to get work done. Our powerful workflow engine and ConnectStep technology automatically generate next-step tasks in the right order at the right time by the right person. With workflow tool by Comindware you can get access to your work items from any place and any device.
1. How To Work with Workflows
Comindware Tracker
How-To Video Series
How To Work with Workflows
All videos are available at www.comindware.com/videos/
2. How To Work with Workflows
Tracker How-To Video Series
How To Manage Tasks
How To Work with Workflows
How To Create a Workflow
How To Get a Workflow Running (Templates, Groups and Workspaces)
How To Get Real-Time Visibility (Lists and Dashboards)
How To Work with Microsoft Outlook
How To Add Users to the System
How To Put it All Together
2 www.comindware.com
All videos are available at www.comindware.com/videos/
3. How To Work with Workflows
Tracker How-To Video Series
How To Manage Tasks
How To Work with Workflows
How To Create a Workflow
How To Get a Workflow Running (Templates, Groups and Workspaces)
How To Get Real-Time Visibility (Lists and Dashboards)
How To Work with Microsoft Outlook
How To Add Users to the System
How To Put it All Together
3 www.comindware.com
All videos are available at www.comindware.com/videos/
4. How To Work with Workflows
Tasks Can Be Part of Workflows
Example: HR workflow can consist of followings tasks:
check the resume
schedule an interview
send an offer
sign an NDA
provide credentials
setup computer
4 www.comindware.com
All videos are available at www.comindware.com/videos/
5. How To Work with Workflows
Work Items
A Work Item lets you store everything about a project
together, complete with customizable forms that gather exactly the
information you need.
Examples of Work Items:
change requests
help desk tickets
claims
product bugs
employee records
meeting trackers
5 www.comindware.com
All videos are available at www.comindware.com/videos/
6. How To Work with Workflows
Dynamic Work Item
Dynamic item - has a Workflow (process) associated with it.
Workflow steps:
customer calls
someone does research
an engineering specialist
is consulted
a manager signs off
and so on
6 www.comindware.com
All videos are available at www.comindware.com/videos/
7. How To Work with Workflows
Static Work Item: Has No Workflow
Static item - has no Workflow associated and used to keep lots of different
types of information together
Static items examples:
slide decks
meetings notes
action items
and so on
7 www.comindware.com
All videos are available at www.comindware.com/videos/
8. How To Work with Workflows
Workflow behind Work Items
Workflow is a sequence of steps your team should go through to get the work done.
Each Work Item has a Workflow behind it.
Comindware Tracker
automatically generates
the Tasks you need
done, in the right
order, at the right
time, by the right person.
8 www.comindware.com
All videos are available at www.comindware.com/videos/
9. How To Work with Workflows
David’s Task
9 www.comindware.com
All videos are available at www.comindware.com/videos/
10. How To Work with Workflows
Workflows Move Things Along
Static Microsoft Visio
process diagram
vs
Comindware Tracker
Workflow Engine
10 www.comindware.com
All videos are available at www.comindware.com/videos/
11. How To Work with Workflows
Starting a Process from the Beach
Open your email browser on your device
Send an email to start the process
Put your phone back in your bag
Know that things will keep moving along
11 www.comindware.com
All videos are available at www.comindware.com/videos/
12. How To Work with Workflows
Ready to Create Your Own Workflow?
12 www.comindware.com
All videos are available at www.comindware.com/videos/
13. How To Work with Workflows
Tracker How-To Video Series
How To Manage Tasks
How To Work with Workflows
How To Create a Workflow
How To Get a Workflow Running (Templates, Groups and Workspaces)
How To Get Real-Time Visibility (Lists and Dashboards)
How To Work with Microsoft Outlook
How To Add Users to the System
How To Put it All Together
13 www.comindware.com
All videos are available at www.comindware.com/videos/