06 - Workflow
This covers how to create and use a workflow, which is a series of tasks in a business process
Background Workflow means different things to different people. In very simple terms, it is a business process which helps to achieve a single busine...
Thu, 30 Jan, 2025 at 1:22 PM
You can categorize different workflow processes for better organization. The default category or type is “General Workflow.” You can create types such as ...
Thu, 30 Jan, 2025 at 1:23 PM
Click on the “Workflow” tab. Create a workflow type “Engineering Change Order.” Select it from the workflow type select box. Click the “+” button to create...
Thu, 30 Jan, 2025 at 1:24 PM
et us add three more steps to your workflow. In this example: we are routing a document to a designer. Once the designer completes the task and approves i...
Thu, 30 Jan, 2025 at 1:25 PM
Please note that first task is active. Now, we need to work on the first task according to the instructions and complete it. This must be completed befor...
Thu, 30 Jan, 2025 at 1:26 PM
Templates help you reuse your workflow processes so that you do not need to redesign the same processes again. There are two ways to design a template. 1. ...
Thu, 30 Jan, 2025 at 1:27 PM
Click the “Templates” tab and select “Workflow templates” from the select box as follows: Click the “+” button. You will see the following: Sel...
Thu, 30 Jan, 2025 at 1:28 PM
Open the “Workflow tab”. Open the workflow that you want to create a template from. You can also create a template from a completed workflow. Let us o...
Thu, 30 Jan, 2025 at 1:28 PM
Kenesto allows various operations at each step or task. When you click on a task in a workflow, you will see the available actions or operations based on w...
Thu, 30 Jan, 2025 at 1:29 PM
While composing a task, you can add parallel tasks, make it a signature task which lets the assignee accept or reject it. You can also add a review step im...
Thu, 30 Jan, 2025 at 1:30 PM