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How to setup Workflow templates

Learn how to setup workflows with automatic notifications

Sam avatar
Written by Sam
Updated over a week ago

Setting up Workflows

Setting up workflows in Dashpivot is an easy way to simplify and automate the workflows which used to consume a lot of you and your teams time - as well as result in information and approval delays and issues.

Using word docs, excel sheets, PDFs and email to manage frequent and important workflows including permit approvals, variations and change orders, timesheets and dockets etc., results in forms and important information getting missed, delayed or completely forgotten.

Using Dashpivot, you can setup simple and powerful automated workflows which streamline these processes to save everyone time and ensure important project information gets to the right people straight away using automatic notifications.


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