How To Work with Workflows in Comindware
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Transcript of How To Work with Workflows in Comindware
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All videos are available at www.comindware.com/videos/
Comindware TrackerHow-To Video Series
How To Work with Workflows
How To Work with Workflows
![Page 2: How To Work with Workflows in Comindware](https://reader035.fdocuments.in/reader035/viewer/2022062313/55b10fcfbb61eb332e8b45aa/html5/thumbnails/2.jpg)
All videos are available at www.comindware.com/videos/2 www.comindware.com
Tracker How-To Video Series
How To Manage Tasks
How To Work with Workflows
How To Create a Workflow
How To Get a Workflow Running (Templates, Groups and Workspaces)
How To Get Real-Time Visibility (Lists and Dashboards)
How To Work with Microsoft Outlook
How To Add Users to the System
How To Put it All Together
How To Work with Workflows
![Page 3: How To Work with Workflows in Comindware](https://reader035.fdocuments.in/reader035/viewer/2022062313/55b10fcfbb61eb332e8b45aa/html5/thumbnails/3.jpg)
All videos are available at www.comindware.com/videos/3 www.comindware.com
How To Put it All Together
How To Manage Tasks
How To Work with Workflows
How To Create a Workflow
How To Get a Workflow Running (Templates, Groups and Workspaces)
How To Get Real-Time Visibility (Lists and Dashboards)
How To Work with Microsoft Outlook
How To Add Users to the System
Tracker How-To Video Series
How To Work with Workflows
![Page 4: How To Work with Workflows in Comindware](https://reader035.fdocuments.in/reader035/viewer/2022062313/55b10fcfbb61eb332e8b45aa/html5/thumbnails/4.jpg)
All videos are available at www.comindware.com/videos/4 www.comindware.com
Tasks Can Be Part of Workflows
Example: HR workflow can consist of followings tasks:
check the resume
schedule an interview
send an offer
sign an NDA
How To Work with Workflows
provide credentials
setup computer
![Page 5: How To Work with Workflows in Comindware](https://reader035.fdocuments.in/reader035/viewer/2022062313/55b10fcfbb61eb332e8b45aa/html5/thumbnails/5.jpg)
All videos are available at www.comindware.com/videos/5 www.comindware.com
Work Items
A Work Item lets you store everything about a project together, complete with customizable forms that gather exactly the information you need.
How To Work with Workflows
change requests
help desk tickets
claims
product bugs
employee records
meeting trackers
Examples of Work Items:
![Page 6: How To Work with Workflows in Comindware](https://reader035.fdocuments.in/reader035/viewer/2022062313/55b10fcfbb61eb332e8b45aa/html5/thumbnails/6.jpg)
All videos are available at www.comindware.com/videos/6 www.comindware.com
Dynamic Work Item
How To Work with Workflows
Dynamic item - has a Workflow (process) associated with it.
Workflow steps:
customer calls
someone does research
an engineering specialist is consulted
a manager signs off
and so on
![Page 7: How To Work with Workflows in Comindware](https://reader035.fdocuments.in/reader035/viewer/2022062313/55b10fcfbb61eb332e8b45aa/html5/thumbnails/7.jpg)
All videos are available at www.comindware.com/videos/7 www.comindware.com
Static Work Item: Has No Workflow
How To Work with Workflows
Static item - has no Workflow associated and used to keep lots of different types of information together
Static items examples:
slide decks
meetings notes
action items
and so on
![Page 8: How To Work with Workflows in Comindware](https://reader035.fdocuments.in/reader035/viewer/2022062313/55b10fcfbb61eb332e8b45aa/html5/thumbnails/8.jpg)
All videos are available at www.comindware.com/videos/8 www.comindware.com
Workflow behind Work Items
How To Work with Workflows
Comindware Tracker automatically generates the Tasks you need done, in the right order, at the right time, by the right person.
Workflow is a sequence of steps your team should go through to get the work done. Each Work Item has a Workflow behind it.
![Page 9: How To Work with Workflows in Comindware](https://reader035.fdocuments.in/reader035/viewer/2022062313/55b10fcfbb61eb332e8b45aa/html5/thumbnails/9.jpg)
All videos are available at www.comindware.com/videos/9 www.comindware.com
David’s Task
How To Work with Workflows
![Page 10: How To Work with Workflows in Comindware](https://reader035.fdocuments.in/reader035/viewer/2022062313/55b10fcfbb61eb332e8b45aa/html5/thumbnails/10.jpg)
All videos are available at www.comindware.com/videos/10 www.comindware.com
Workflows Move Things Along
How To Work with Workflows
vs
Static Microsoft Visio process diagram
Comindware Tracker Workflow Engine
![Page 11: How To Work with Workflows in Comindware](https://reader035.fdocuments.in/reader035/viewer/2022062313/55b10fcfbb61eb332e8b45aa/html5/thumbnails/11.jpg)
All videos are available at www.comindware.com/videos/11 www.comindware.com
Starting a Process from the Beach
How To Work with Workflows
Open your email browser on your device
Send an email to start the process
Put your phone back in your bag
Know that things will keep moving along
![Page 12: How To Work with Workflows in Comindware](https://reader035.fdocuments.in/reader035/viewer/2022062313/55b10fcfbb61eb332e8b45aa/html5/thumbnails/12.jpg)
All videos are available at www.comindware.com/videos/12 www.comindware.com
Ready to Create Your Own Workflow?
How To Work with Workflows
![Page 13: How To Work with Workflows in Comindware](https://reader035.fdocuments.in/reader035/viewer/2022062313/55b10fcfbb61eb332e8b45aa/html5/thumbnails/13.jpg)
All videos are available at www.comindware.com/videos/13 www.comindware.com
How To Put it All Together
How To Manage Tasks
How To Work with Workflows
How To Create a Workflow
How To Get a Workflow Running (Templates, Groups and Workspaces)
How To Get Real-Time Visibility (Lists and Dashboards)
How To Work with Microsoft Outlook
How To Add Users to the System
Tracker How-To Video Series
How To Work with Workflows