Organise the next steps and the information needed to manage work.
A process needs clear responsibility, deadlines and access to the right materials. Tasks, documents and activity history help teams maintain the context of their daily work.
The next action has an owner
A task, deadline and progress status help record the work to be done. The next step does not have to rely solely on the participants' memory.
- What needs to be done
- Who is responsible for the action
- When the result is needed
Materials alongside the work
Documents and attachments are available in the context of the objects being handled. Access to materials follows the permissions granted.
History helps revisit agreements
Activities and communication in the available views help maintain continuity. The scope of history and its information sources are selected to fit the process.
When approval is needed
We analyse the approval flow as a matter of configuration or extension. We establish the participants, data, decisions and how to handle missing required materials.
Explore this areaAn example of organising work
A document is missing from a contract. A task is created for the responsible person. Adding the material allows work on the matter to continue.
Questions about this area
Which process would you like to improve first?
Tell us how you move from agreements to delivery and settlement today. Together, we will find a useful starting point.
Describe your process