CustomizationBasic customizationAdditional customizationData securityControlsCollaboratorsGoogle email & calendar securityUtilityHand-offsDashboardSearchingTime trackingOnline formsGoogle WorkspaceGoogle Calendar integrationGoogle email integrationGoogle Gmail Add-onGoogle Sheets integration & reportingWorkflowsIntroductionSetting up a workflowUsing a workflowTry a workflow

Workflows introduction

Workflows save time and money by automating the processes that make you successful.

In one step, instantly add a full sequence of work to complete - schedules are automatically determined, active work is queued and users are properly assigned and notified.

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Record with Workflow opens

When the active tasks are complete, Solve automatically adds the next sequence of tasks. This keeps screens uncluttered and the team focused only on the work in progress.

Complete initial tasks
Next ones revealed