Getting Started: Operations Workflow Management

New to operational process and workflow management? Start here!

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26 articles in this collection
Written by Aimee
Building Processes

1: Setting up PMSync

Learn how to set up the integration with your property management softare.
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2: Creating a Process Type

Learn how to add your first process type.
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3: Adding Contact Roles

Learn how to define which external contacts are involved in this process.
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4: Adding Stages

Learn what stages are and how to add them to your processes.
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5: Adding Workflow Steps

Learn how to add workflow steps to your process.
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6: Task Instructions

Learn how to add detailed instructions to your process tasks.
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7: Adding Custom Fields

Learn how to add custom fields and include them in your instructions.
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8: Conditional Logic

How to add conditional logic to your processes.
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9: Step Delays

Learn how to build delays between steps into your processes
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10: Stop/Wait Steps

Learn how to make multiple tasks appear at once or only one at a time in your processes.
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11: Assigning Tasks to Users or Roles

Learn how to assign workflow tasks to specific users or user roles
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12: Email Templates

Learn how to add email templates to your processes, set which contact role to send to, and automate them.
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13: Starting Processes

Learn how to start processes singly and in bulk.
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14: Custom Process Dashboards

Learn how to build custom dashboards for each of your process types.
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15: Managing Your Tasks

Learn how to find and manage your tasks.
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Updated over a week ago