Managing the workflow

Winmore Workflows can model any repeatable business process. They are created with your Winmore Lead to best meet the needs of your business, provide accountability, efficiency, and collaboration to your work. A Workflow facilitates taking action on a Record such as a bid or tender.

A workflow is comprised of one or more stages, and each one of these stages is comprised of one or more tasks which can be given due dates and assigned to various team members.

Viewing a Workflow

To view Workflows that are available, navigate to a record, such as a Bid or Tender.  For information on navigating to a record, see Browsing and Editing Records

In each record, you will see associated workflows in the inner left panel. Select the Grid button to see detailed progress.

You will be able to see all associated workflows in various stages.

1. Workflows in progress will show with a progress bar, showing where it is in the process.
2. Workflows available to be launched will appear with an option to Click and Run the workflow.
3. Workflows that have been completed will be collapsed, but available for you to expand and view.

Click on an overview card to open the detailed view of the workflow and see the tasks necessary to complete it. 

For information on Launching a Workflow, click here.