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Recurring tasks, forms and case flows
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