Managing Lead & Job Workflows

Once you have set up your workflows and created a lead or job, you can manage your workflows by following the below steps.

To view or change your workflow, go to Leads or Jobs, click into a specific lead/job, then go to the Tasks tab.

Here is an example of a lead workflow broken up into its individual tasks:

Automation: When all tasks within a step have been completed or marked as N/A, your lead/job will automatically move into the next step. If the next step has a different status, the lead/job status will update automatically.

For example: If your last step has the status Job Complete, then when the final task in that step is completed or marked N/A, the job status will automatically update to Job Complete.

Changing a Workflow

Your workflow, as shown above, is broken up into steps and tasks.

You can add new steps or tasks, delete tasks, or move your sections around by dragging and dropping them.

If you've amended a workflow within a lead or job and you want to save this as a new workflow to use in the future, click the 3-dot menu next to your workflow, then click Save as workflow, name the new workflow, and Save.

If you chose the wrong workflow when setting up your lead or job, you can change it by clicking the 3-dot menu next to your workflow, and select Change Workflow, then choose a new workflow from the drop-down, and click Change.

View or update a Task:

Update multiple tasks: You can select the checkboxes next to as many tasks as you want, then use the With selected drop-down to either Complete, Mark as N/A, or Delete those tasks:

Update a single task: Click into the task you want to update, and you will see this window pop up:

From this window, you can perform any of the following actions:

Update lead items
Update lead details
Update contact details
Update operation details
Update labour centre details
Start the task
Set progress (indicating what percentage of completion the task is up to)
Mark the task Complete
Mark the task N/A
Upload/view Files
Update the task itself, including: task name, operation, number of staff members required, duration, target date calculation settings, which other tasks are required for completion of this task, and task description.
Set start date
Set target date
Set labour centre
Lock target date
Add members
Delete the task