Help center

Main view

Process and task lists Roles and confidentiality How to find a process or task in a list. How to use filters in the list

Employees

List of employees

Directories

What are directories Updating Directory automatically

Notifications

Types of notifications Enabling/disabling notifications

Business processes

What are processes How to start a process How to create a new process Designating the next assignee of a task Starting a process from other applications Quick Integration with other applications

Reports

Visual reports Reports in the form of an Excel or CSV file

Tags

What are tags How to create a tag

Tasks

What are tasks How to complete a task and change its status Delegating a task to another assignee Creating a task from other applications

Calendar

How the calendar works

Mobile applications

For Android and Apple smartphones and tablets

For administrators

Reassigning tasks when deleting an user For Developers - how to integrate an external system with Workflowsoft using API