Tasks and Approvals
Complete the work assigned to you, give approvals and track processes.
Tasks and approvals
- The My work tabSee the tasks assigned to you, your team, and the pool in a single list.
- Complete, approve, or reject tasksClaim a task, fill in the form, approve it, or reject it with a reason.
- Photo, location and barcode fields in formsTake photos, add your location or scan barcodes and QR codes in task forms.
Processes
- Create a requestStart a process such as leave or purchase from your phone.
- Start a process from a chatStart a process while you talk; it moves forward in the chat as a live card.
- Approve or reject from a process cardDecide on approval steps assigned to you right from the process card in a chat.
- Process suggestions in chatsWhen a conversation calls for a process, Flowsy AI suggests a suitable one; start it with one tap.
- Design workflows and track processesCreate process templates and track running processes in the desktop app or Flowsy Web.
- Export and import processesDownload a process template as a .bpmn file, or create a new process from a file.
- Scheduled processesStart a process automatically on set days and times, and manage every plan on the Schedules tab.
- Reports and chartsView report steps and in-form charts in processes and get them as a PDF.
- Set up an absence and substituteHave your tasks go to a substitute while you’re away.
- Units and working in more than one unitHow units fit into processes, which unit people in several units start requests for, and the unit managers’ screen.