Capability 01
Automated workflows
Standardise delivery by defining the exact sequence of tasks for each project type. When one phase is marked complete, the next task is activated and assigned to the right person, so nothing is overlooked.
Workflow automation
Automate every
project process.
Optimise your complete project delivery process with smart workflow automation. Organise activities, allocate duties and make sure each phase moves forward smoothly with Integrio.
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01 · Define the sequenceSet the exact order of tasks for each project type.
02 · Trigger the next stepThe next task is activated and assigned automatically.
03 · Watch it moveTrack every active workflow on Kanban boards.
Project record
How does workflow automation work in Integrio?
You define the sequence of tasks for each project type, assign each task to a team member or department, and set up trigger tasks and dependencies. When a phase is marked complete, the next task is activated and assigned automatically, and Kanban boards show the progress of every active workflow in real time.
Last updated 30 September 2026.
How to get started
- 1 · Define your workflow
- Map the order of activities for your project category, from initial setup to final completion.
- 2 · Assign tasks
- Allocate each activity to the right team member or department, with alerts when their task is ready to start.
- 3 · Set up triggers
- Configure trigger tasks for parallel work and criteria that start later activities when earlier phases finish.
- 4 · Monitor and optimise
- Track progress on Kanban boards, spot constraints and refine processes based on real project results.
- Pro tip
- Start simple, use templates, review regularly and link digital forms to workflow activities.
Key tools for workflow automation
Sequence tasks, assign responsibilities, keep projects moving.
An essential tool for every project team, workflow automation brings structure to complex project coordination and day-to-day activity management, giving everyone a dependable, consistent way of working.
Capability 02
Kanban boards
Get full visibility of active workflows. Sort and filter tasks by project, department or workflow stage to spot bottlenecks before they cause delays.
Capability 03
Trigger tasks
Not every project follows a linear path. Define custom dependencies that launch several follow-up tasks at once, enabling parallel progress within your workflow.
Capability 04
Digital forms
Build task-specific forms with the drag-and-drop designer, share external links with customers or vendors, and gather consistent information directly into the workflow.
Capability 05
Task instructions
Attach step-by-step instructions to any task, including checklists, procedures, safety requirements and quality standards, always available to the assigned team member.
Capability 06
Resource management
Assign tasks to team members, track availability and manage resources, so the right people are working on the right tasks at the right time.
Office and field, connected
A live overview of every active workflow.
Kanban boards and groups give managers and team leaders a live view of every workflow, ideal for busy, multi-project environments. Trigger tasks let multiple installers, concurrent site operations or cross-department handovers progress in parallel, while task instructions keep delivery consistent.
✓Handle numerous projects in one interface
✓Allocate and prioritise activities by department
✓Spot process problems immediately
✓Keep teams in sync on project status
Doing this job?
How installers use Integrio for it.
Installation ManagementDelivery schedules, crews, tasks and every product on one plan.CommissioningTest forms and readings against every product you install.Project HandoverHandover packs built from the product and test records.
Free templates for this work
Free templateDelivery schedule template →Every delivery on the project planned: supplier, PO, pallets, slot, unloading, storage and who checked it in.Free templateInstallation checklist →Install quality in three stages: ready to start, done right on the day, and complete before commissioning.Free templateCommissioning checklist →One record per device: what it is, where it is, how it was tested, and who signed it off.
Browse all 15 form templates →Does Integrio offer workflow templates?+
Yes. You can begin with ready-made templates for typical project categories or build your own from scratch.
Is there a limit to the number of workflows I can create?+
No. You can create unlimited workflows across all departments and project categories.
Can workflows integrate with resource management tools?+
Yes. Integrio's resource management includes intelligent alerts for overbooking or scheduling conflicts, keeping your team fully in sync.
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