Project Workflow

The Project Workflow notifies and shows the Project Team exactly what has been done, what currently needs to be done, and what's coming up in order for that Project to be successful. It is the accountability you've been looking for.

Workflows can be designed for different types of Projects. For Roofing, we often see a Workflow created for Retail work, one created for Insurance work, and one created for Warranty/Service work since each of these most likely have a different process with different people involved.

Automatically add a Company Workflow to a Project

Once Company Workflows are designed, a default Workflow can be set within New Project Defaults within Company Settings.

Manually add a Company Workflow to a Project (New Project)

Most of the time, a User will be picking a Workflow within the Project management step within the New Project interface. If there is a default above, the Workflow will already be selected.

Manually add a Company Workflow to a Project (Within Project)

If now workflow have been assigned, or if a workflow is deleted, a User can pick a workflow from within the Project Workflow tab.