Recurring tasks, forms and case flows
How you use recurring tasks, forms and case flows to ensure that work is done, logged and monitored.
By Peter and 3 others4 authors11 articles
Video intros to executing processesQuick overviews of how you can use tasks and forms to execute any activity in any of your processes.
Seeing, starting, and completing tasksHow users see tasks, set them as 'in progress', completed and ensure they are logged with name, comment, place and time for easy reporting.
Using Gluu's Android and iOS appsAccess work instructions, complete tasks and registrations and capture issues and ideas on the road, the factory floor or building site.
Running processes as case flowsHow to create case templates and run variations of your process on demand. This sends the right tasks to the right people at the right time.
Creating forms to distribute with tasksHow to make your paper forms digital and publish them for distribution with tasks to the right role at the right time.
Set custom, standard case name formatsNeed to ensure consistent case names? Then use this feature to ensure that everyone follows the same standard for naming new cases.
Share cases for simpler access by external collaboratorsLet selected external users view cases, work instructions and complete tasks in in a simpler way. This article explains how it is done.
Using and filling in formsLearn how to use forms for tasks and how to access the data of filled in forms