Workflows are a standard feature of the underlying framework and enable users to automate and customize their use of IPM. They are a flexible, easy to use tool that can be created by users with appropriate security access level and used to automate the entire organization’s processes as a whole, or each individual user’s interactions.
With the ability to seamlessly automate day to day tasks workflows are invaluable for today’s busy project manager. As an example use your own custom workflows to automate and simplify the processes of approving purchase orders or monitoring meeting minute items to ensure they are addressed on time and identifying issues on site and converting them into Change Orders.
- Create a framework of automated processes to save time, ensure correct procedure and simplify everyday project management processes.
- Automate the entire organization’s processes as a whole, or each individual user’s interactions.
- Remove the errors in complex project management processes by keeping everything on a set path that has been personalized for each company.
This example shows how, by using IPM Workflows, an Issue that arises on site can be converted into a Change Order automatically, and all from within the one environment.