Recurring tasks, forms and case flows

How you use recurring tasks, forms and case flows to ensure that work is done, logged and monitored.

10 articles in this collection
Written by Søren Pommer, Peter Olsen, and Jacob Carstensen

Video intros to executing processes

Quick overviews of how you can use tasks and forms to execute any activity in any of your processes.

Written by Søren Pommer
Updated over a week ago

Seeing, starting, and completing tasks

How users see tasks, set them as 'in progress', completed and ensure they are logged with name, comment, place and time for easy reporting.

Written by Søren Pommer
Updated over a week ago

Using Gluu's Android and iOS apps

Access work instructions, complete tasks and registrations and capture issues and ideas on the road, the factory floor or building site.

Written by Peter Olsen
Updated over a week ago

Working with tasks and forms

Advanced filtering of activities, tasks and cases

Any user can filter through activities, tasks and cases to quickly find detailed data.

Written by Jacob Carstensen
Updated yesterday

Running processes as case flows

Running processes as case flows

How 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.

Written by Peter Olsen
Updated over a week ago

Creating forms to distribute with tasks

How to make your paper forms digital and publish them for distribution with tasks to the right role at the right time.

Written by Søren Pommer
Updated over a week ago

Set custom, standard case name formats

Need to ensure consistent case names? Then use this feature to ensure that everyone follows the same standard for naming new cases.

Written by Peter Olsen
Updated over a week ago

Share cases for simpler access by external parties

Let selected external users view work instructions and complete tasks in your cases in a simpler way. This article explains how it is done.

Written by Peter Olsen
Updated over a week ago

Working with recurring tasks

Adding tasks to activities

This shows you how to add and manage tasks in any activity in any process in Gluu. Tasks can be completed via a browser or mobile apps.

Written by Peter Olsen
Updated over a week ago

Creating task reports

Reporting on recurring, time scheduled tasks

Gluu logs all tasks for easy printing and export. This is useful for audits, analysis and exporting to other systems.

Written by Søren Pommer
Updated over a week ago