Your colleague asks you to complete a task: the request can be made in different ways – by email, phone call, or in person – but some important information is always missing.
To avoid this issue, simply create a request template yourself and specify which information is mandatory.
It only takes a couple of minutes!
Ask your colleagues to use this template. Now you will always have the information you need to fulfill each request!
It should be easy for every employee – whether it’s an accountant, a marketer, or a salesperson – to create request templates on their own, quickly and easily.
This should not be just "science" for IT professionals.
We have created this simple and handy tool in such a way that it doesn't have a steep learning curve.
You can learn to use WorkFlowSoft step by step, as quickly or as slowly, as you like - from ordinary tasks to requests, and then to workflows with conditional links between different tasks.
The first one or two steps will probably completely solve your current needs, but it's important to think about the future: more powerful functions are awaiting you in WorkFlowSoft.
Just type a task name and that’s all! The task is created.
You do not have to click additional buttons such as OK, Save, and so on.
Create subtasks in the same fast and easy way.
Subtasks are useful when you need a check-list for yourself (to-do actions) or you want to divide the task and assign each part to a different colleague.
Add fields which you want your colleagues to fill in, for example "What items should be purchased?" "By what date?" "Maximum price"
Mark fields as mandatory if you need them to be filled by your colleague. Click ONE button: "Save as request", and that's it! The request template is created.
Now your colleagues won’t pass fragmented information to you by email, phone, or in person.
They fill in your request template – and they can’t miss the "What items should be purchased?" and "By what date?" fields you marked as mandatory, so you always have all the information you need to fulfill each request!
Usually there aren't standalone tasks. Relationships between tasks is absolutely natural in business, it’s called "workflow".
Create subtasks, click ONE button: "Convert subtasks to workflow", and that's it! The workflow is created.
Usually a task has not one, but many possible outcomes, and therefore the next action depends on the actual outcome of the task.
This is simple for WorkFlowSoft - add buttons to the task. For example "Approve payment", "Reject payment" and specify CONDITIONS between tasks - "if a manager approves payment, then proceed to task A; if a manager rejects payment, then proceed to task B".