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Structure your collections with Workflows

30 Sep 2023

Structure your collections with Workflows

Feature Update|30 Sep 2023

Structure your collections with Workflows

Structure your collections with Workflows

Most business processes have multiple stages to them, with controls and oversight. With Kinabase's new Workflow feature you can clearly define, monitor and control your business processes.

  • Does your process need a peer-review stage built in?
  • Does your process need certain criteria met before a Quotation can be issued?

Use Kinabase Workflows to solidify these process stages into actionable chunks with suitable checks and controls in place.

How does the Workflow feature work?

Please see the video below to see how Workflow stages can be tailored to your needs.

Use Kinabase Workflows to structure your collections and create multiple stages with colour coding for easier visibility, and control your progression to the next stage(s) with customisable buttons. Achieve process control & enable stage visibility with Workflows in Kinabase.

Workflows
Setup
Collections
Processes
Enjoying our new feature?

We'd love to hear from you! Feel free to drop us an email at support@kinabase.com to share your thoughts and suggestions about any aspect of Kinabase.