Workflow Management
Workup provides a powerful Workflow engine allowing you to document, execute and audit your repeatable business processes.
Get Control of Your Business Processes
Manual business processes often use a combination of email and spreadsheets to be executed. They aren't tracked or audited, task assignments are often unclear and often there are delays or errors.
Workup enables these business processes to be designed, executed, tracked and audited in one platform. This ensures business processes are correctly followed, your team are aware of tasks to complete and you have complete overview of these processes executed in your business.
- Replace manual processes with an auditable system
- Design, execute and audit Workflows in one platform
- Improve task visibility and accountability
Design and Execute Business Processes
The Workflow module enables your key business processes to be designed, documented and executed within Workup. A Workflow is designed as a set of optional or required tasks, each of which can be assigned to a person or a team.
Workflows can be related to employees (for example New Starter, Role Change), Projects (New Project, Billing) and Customers (New Customer or Supplier).
- Create repeatable Workflows for employees, projects and customers
- Document tasks and assign them easily
- Assign tasks to a team, role or individual
Complete Auditing and Transparency
You get complete visibility of all your key business processes and can ensure they are operating efficiently. A full history of executed Workflows is stored and available. Alerts and notifications are generated to ensure Workflows are completed on time and issues handled promptly.
Gain comprehensive oversight with the ability to monitor ongoing Workflows, receive alerts for any discrepancies or delays and offer users the ability to mark progress with ease. You can transform your business into a well-oiled machine.
- Monitor Workflow execution and history
- Receive alerts for delays or discrepancies
- Gain real-time oversight to streamline operations
Assign and Track Tasks
Each Workflow is a set of tasks that can be assigned to a team or an individual. Each team member gets alerted to their assigned tasks, can update and complete them.
Time can be tracked against each task. This ensures prompt completion of tasks and hitting of deadlines.
Manage Workflow Documents
Document templates can be stored within a Workflow and then documents generated when that Workflow is executed. Documents are stored securely within Workup. These could include contracts, images, forms or plans.
