Setting up a workflow

Add tasks and follow-ups, then set assignment rules if needed

As you create each task or follow-up, set a specific person or use one of three flexible options to ensure that the right person is responsible.

Solve Workflows

Optionally set scheduling rules

Tasks and follow-ups can be scheduled around a date that you select when you add the workflow. Solve will automatically calculate the due dates and set reminders for you.

Solve Workflows

When workflows have stages, add steps …

The next set of tasks will be automatically queued up once the initial set is complete.

Steps guarantee that tasks are completed in the right order, that they’re assigned at the perfect time and that only actionable items are surfaced.

Add Step

Solve Workflows

Hold-and-drag to reorganize

Solve Workflows

Next feature

Continue to Using a workflow …