How To Work with Workflows in Comindware

All videos are available at www.comindware.com/videos/

Comindware TrackerHow-To Video Series

How To Work with Workflows


All videos are available at www.comindware.com/videos/2 www.comindware.com

Tracker How-To Video Series

How To Manage Tasks


How To Create a Workflow

How To Get a Workflow Running (Templates, Groups and Workspaces)

How To Get Real-Time Visibility (Lists and Dashboards)

How To Work with Microsoft Outlook

How To Add Users to the System

How To Put it All Together




How To Manage Tasks










Tasks Can Be Part of Workflows

Example: HR workflow can consist of followings tasks:

check the resume

schedule an interview

send an offer

sign an NDA


provide credentials

setup computer


Work Items

A Work Item lets you store everything about a project together, complete with customizable forms that gather exactly the information you need.


change requests

help desk tickets

claims

product bugs

employee records

meeting trackers

Examples of Work Items:


Dynamic Work Item


Dynamic item - has a Workflow (process) associated with it.

Workflow steps:

customer calls

someone does research

an engineering specialist is consulted

a manager signs off

and so on


Static Work Item: Has No Workflow


Static item - has no Workflow associated and used to keep lots of different types of information together

Static items examples:

slide decks

meetings notes

action items

and so on


Workflow behind Work Items


Comindware Tracker automatically generates the Tasks you need done, in the right order, at the right time, by the right person.

Workflow is a sequence of steps your team should go through to get the work done. Each Work Item has a Workflow behind it.


David’s Task



Workflows Move Things Along


vs

Static Microsoft Visio process diagram

Comindware Tracker Workflow Engine


Starting a Process from the Beach


Open your email browser on your device

Send an email to start the process

Put your phone back in your bag

Know that things will keep moving along


Ready to Create Your Own Workflow?




How To Manage Tasks









Automotive

How To Work with Workflows in Comindware