Easily create custom forms on your own. Add text or options to your form, or even a field to accept attachments. Link it to a workflow and start using right away. You can edit the form at anytime, and a new version will be saved while ongoing workflows are unaffected.
Create your own workflow in just a few easy steps. Each step can be assigned to a department, or an individual in your organization. If it is assigned to a department, the task will be routed to everyone in the department and anyone from that department can act on it.
We know that running an organization can be complex so we are making it easier for you. Create unlimited number of forms and workflows to support any and all of your processes. As you gain greater efficiency, edit your workflows accordingly or create new ones at anytime.
You have the flexibility to create different user roles with different levels of permission. Enable users for customer service or operations, while ensuring the right information is available to the right users.
Checklists can be easily created and assigned to any step in a workflow. Ensure that all important tasks and items are completed for key steps in your workflow by displaying a checklist to the approver.
Upload file attachments to ensure that important information can be easily added for reference. Case notes or comments can be added throughout the workflow to make collaboration easier than ever!