Upwave Workflow is a tool designed to facilitate structured step-by-step processes.
Once you define your process, you can create new cases, tickets, and requests that follow the established workflow to completion. This feature is especially beneficial for repetitive processes that require efficient and high-quality execution
Upwave Workflow can handle a variety of use cases:
Onboarding processes
Leave requests
Hiring processes
IT support
Procurement requests
Issue reporting
And many more
How to set it up
Sign in to upwave.io and select Upwave Workflow in the app drawer. It is located in the top right, next to your profile image
Click the button Create a new workflow.
Add structure such as steps, subtasks and instructions.
Add custom fields that will enable you to collect information such as department number, description of request, and email addresses for instance
After saving the workflow, new cases can be created
Handling your first case
When creating a new case, you are directed to the case page, where any change made is logged and recorded in the activity log, and the overall status of all the cases pertaining to a particular workflow is shown on the case list.
Collaborate with others
From the main page of a given workflow, the dot menu in the header will allow you to invite others. Once added, they can be assigned cases or create new cases. Only admins are allowed to edit the Workflow and its structure.
Adding a Form
Additionally, Upwave Workflow provides you with an option to enable anyone to generate a case by submitting a form. For example, in handling leave requests, the form can be used as the input mechanism, enabling anyone with the link to submit a leave request.
Editing the Workflow
Lastly, you can at any time change the structure of the workflow by editing steps, custom fields, and guides. You will find the workflow editor under the dot menu in the header.
It's important to note that only new cases will be affected by all the changes made, preserving the integrity of older cases.