Steps are the backbone of Upwave Workflow, defining structured tasks for each case.

Customize the steps with milestones, approvals, and deadlines. Add instructions, checklists, and links to each step for efficient completion.

For instance, a simple workflow like a leave request workflow can have two steps:

This workflow can be used by your employees to submit requests for vacation, medical leave, or other similar purposes.

Once a new request is submitted (i.e., a new case is created), all the steps defined in the workflow structure become tasks that need to be completed. The first task is "Evaluate request," followed by "Approve request."

When configuring a step there are some options to consider.

Highlighting a step as a milestone will make it stand out visually on the case page and in the case list. This makes it easier to get a quick overview of the overall progress.

In more formal processes, some tasks may need to be approved by a third party. If the "Require approval"-option is enabled, the task will have an approve button next to it. Once approved, a timestamp and the name of the approver will be visible on the task.

This option is handy for optional steps. If enabled, it allows you to disable a task. A disabled task will be grayed out to show that it is not applicable for a particular case.

In some cases, deadlines are important. For example, in the leave request process mentioned earlier, there may be an internal policy to conclude the request within 14 days.

This can be achieved by adding a deadline dependency. Once a due date for the "Evaluate request" task is set, a due date will automatically be set to 14 days after for the task, "Approve request."

A guide contains instructions for how to carry out a task.

It is divided into headings and checklists.

Following the example of a leave request workflow, the first step could be set up with instructions to check that all the information is correct.

This guide will appear as subtasks.

The text in checklists supports linking to external web pages. This is useful if there are resources such as documents or external tools that provide additional help for carrying out the task.