Yuvo's workflows module allows you to:
1. Create workflow templates
2. Run the workflow as many times as you want
3. Track progress of tasks and collaborate within your company
Before you get started, here are some key terms for understanding how the workflows module works:
Workflow Template
A template for completing a series of tasks
Any person in the company can set up a workflow template
Tasks
The step or steps to be done in order to achieve the goal
These can be assigned to anyone within the company or even a new hire
Workflow
Each time a workflow template is used, it is called a workflow
You can use the same workflow template multiple times - i.e. have multiple workflows
The workflows module is organised in tabs:
Workflow Templates
View selected workflow templates and workflows
Add, Create or Edit new workflow templates
Run or schedule workflows
Workflows
See all workflows involving yourself and the team.
Edit the workflow tasks here*
Track workflow progress**
My Tasks
Tracks all tasks from various workflows assigned to you
*Only admins can edit tasks in workflows.
**Workflow visibility must be enabled for assignees to see all tasks in a particular workflow
Now that you understand what a workflow is, you can learn how to create a workflow.