Workflow Automations

Sequence tasks, assign them to users, and ensure seamless progression from one task to the next.

  • Workflow Automations
  • Delivery Schedules
  • Boards & Buckets
  • Trigger Tasks
  • Testing Forms
  • Instructions

Workflows

Automated Workflows for Seamless Project Delivery

Standardise and streamline project delivery with workflow automations by sequencing tasks and assigning them to users for seamless task progression. As one task is completed the next task is auto assigned.

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Delivery Schedules

From Supplier to Site: Real-Time Tracking Made Simple

Within the workflow task view, you can track project products, incoming, outgoing, or directly routed from supplier to customer. keeping all necessary information in one convenient location.

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Boards & Buckets

Kanban Boards for Efficient Project Oversight

Utilise Kanban boards and buckets to gain a clear view of all ongoing projects. Filter tasks by department to identify bottlenecks and improve workflow efficiency, ensuring smooth project management.
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Trigger Tasks

Parallel Task Triggers for Flexible Workflows

Workflow automations typically follow a linear path, progressing step by step from start to finish. However, some projects require multiple tasks to run simultaneously. To address this, you can set a trigger task that initiates multiple tasks at once, enabling parallel progress within the workflow sequence.

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Forms

Streamline Tasks with Tailored Project Flow Forms

Create project flow forms tailored to any aspect of the project using the intuitive drag-and-drop form builder. Assign forms to specific tasks and generate external URLs for customers to complete them effortlessly.
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Instructions

Clear Task Instructions for Accurate Execution

Attach detailed instructions to every task to ensure it is completed as intended. This is especially helpful for guiding new employees or providing reminders for established procedures.

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Frequently Asked Questions

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Yes, Integrator.live provides a list of pre-built templates for common workflows, enabling you to quickly implement standard processes without starting from scratch.

There are no limits on the number of workflows you can create on any given project or support ticket.

Yes, the platform offers analytics and reporting tools to help you track the performance and impact of your workflows, including execution times, success rates, and efficiency metrics.

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