![Tailor your workflow approvals to your team](/_ipx/h_500/updates/2024-07-31-WN-092-Workflow-Custom-Permissions.png)
31 Jul 2024
Tailor your workflow approvals to your team
Now you can create permissions for who can approve stage changes in a workflow, allowing for dynamic control over your business processes.
Workflows
Workflows allow you to track progress, maintain consistent processes, and ensure accountability - leading to improved efficiency and clearer visibility into operations.
Workflows can be as simple or complex as you need them to be. Define the stages of your process, then set up rules for what happens at each stage, and when records can move from one stage to the next.
Use workflows for a range of processes, from recruitment, to sales, to project management, to expenses.
Enable workflows on any collection in Kinabase to track progress, standardise processes, and gain visibility into your operations.
Workflows can help with a range of processes, from onboarding new employees, to managing customer feedback, to tracking your sales pipeline. Use workflows to standardise your business processes and help with compliance, making it easy to get it right every time.
For example, you can set up a workflow for your sales opportunities, moving them across stages, from 'New' to 'Qualified' to 'Won'.
You can define what actions need to be taken at each stage of your workflow, and set up automation rules for when a record changes stage.
For example, you can notify team members, create new tasks, or convert a lead to a customer.
Enable stage gates to ensure that certain criteria are met before the next part of your process is triggered, and set up custom fields to capture new information at each stage. Ensure your team has all the information they need to move forward, every time.
You can require signatures when changing stages in workflows, to ensure that the right people review, approve, and sign-off on actions. Whether it's signing off on a new technical drawing, or approving an expense, workflows ensure you gain full traceability and documentation.
Workflows work seamlessly with permissions, ensuring that only the right people can perform and sign-off on actions.
Plus, with the activity timeline, you can see who has signed off on what, and when, ensuring you have a full history on hand. Making your audits and compliance checks a breeze.
31 Jul 2024
Now you can create permissions for who can approve stage changes in a workflow, allowing for dynamic control over your business processes.
24 Jul 2024
Use the expanded task view to link tasks to records, log and view activity history, and assign task owners and due dates.
17 Jul 2024
The new “duplicate” feature in records saves you time by allowing you to copy information seamlessly from one record to another.