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Trang chủ Giải Pháp Hướng dẫn sử dụng (Eng) Base Workflow

Base Workflow: Introduce Base Workflow and Table of contents in

Sửa đổi trên: Wed, 16 Tháng 10, 2024 tại 10:25 SA

I. General Introduction: 

Base Workflow is the foundation for managing and automating business workflows within a company

- Helps businesses manage all operational workflows, easily set up, digitize, and standardize all business workflows, avoiding errors and repetitive tasks

- Links for automatic transfer between workflows,  immediately detecting bottlenecks for improvement, to coordinate more smoothly between departments

- Standardize and optimize the flow of information exchange, work more efficiently and intelligently, automatically. Automate tasks, saving time and costs.


II. Feature Table of Contents:


  1. Permission 

Permission to create new Workflow

Permission to remove a workflow

  1. Workflow

Introduce a workflow

Introduction about the user interface

Create a new Workflow

Create Workflow by template (Base Template)

Categorize Workflow

Set up workflow owners

Set up access and creating permission for members in a workflow

How to add custom fields

Export custom fields to Excel

Set up a custom print template

Set up counter template in a workflow

Replace user role in workflow

Duplicate workflow

Remove a workflow

  1. Stage

Create a new stage

Edit a Stage in a Workflow

Set up stage owners

Set up stage workers in a workflow

Manage how jobs auto assigned in a stage

Set up conditional assignee in a stage of the workflow

Set up deadline (SLA) for jobs in a stage

Set up deadline with timesheet in Base Account

Delete a stage



  1. Job

Permission to send email from Workflow

Add jobs in a Workflow

Import tasks from Excel to a Workflow

Create a job with table fields from Excel

Add/ Remove followers in a job/ todo

Add multi-followers

Set tags for a job

How to duplicate a job

Filter jobs in workflow

How to move a job to the next stage (How to handle a stage)

Manage backward options and move job backward

Edit Workflow's failed reasons

Print a job/attached file/custom field file with QR code

Set up a custom print template

How to add more custom-print templates

Task Overview in a Workflow

How to archive jobs in a workflow

Exports jobs to Excel

Set up permission to edit custom fields in a job

Forward a job from one Workflow to another

Set up default followers when forwarding workflows

  1. Todo

Add default todos in a stage

Manage todos within stage

Add todos in a job

Edit todo in a job

Delete todo in a job

Set up required todos reviewer

  1. Management & Report

View jobs and todos of direct reports

Report in a workflow

System Report

Create customized dashboards in a workflow

How do System Owners see all the workflow?




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