WORKFLOW AUTOMATIONS
We facilitate seamless project delivery by providing intelligent workflow automations that sequence tasks, assign responsibilities, and ensure every stage progresses seamlessly from one team member to the next.
Transform Your Project Delivery Process
A modern necessity for any project team, our workflow automation inspires more efficient and productive experiences in complex project management and day-to-day task coordination.
Transform your project workflows with our reliable, user-friendly and cost-effective automation solutions. Provide a reliable and consistent user experience that increases adoption and usage.
HOW TO GET STARTED
Follow these simple steps to create and manage your automated workflows
Define Your Workflow
Start by outlining the sequence of tasks for your project type. Identify each step, from initial setup to final completion, and determine the order in which tasks should be completed.
Assign Tasks & Responsibilities
Assign each task to the appropriate team member or department. Set up automatic notifications so the next person in the workflow knows when their task is ready to begin.
Set Up Triggers & Dependencies
Configure trigger tasks for parallel workflows or complex dependencies. Define conditions that automatically launch follow-up tasks when previous steps are completed.
Monitor & Optimise
Use Kanban boards to monitor workflow progress in real-time. Identify bottlenecks, adjust task assignments, and refine your workflows based on actual project performance.
Pro Tips for Success
Start Simple
Begin with a basic workflow and add complexity as your team becomes more comfortable with automation.
Use Templates
Leverage pre-built workflow templates for common project types to save setup time.
Review Regularly
Monitor your workflows regularly and adjust based on team feedback and project outcomes.
Integrate Forms
Attach digital forms to workflow tasks to capture consistent data at each stage.
Automated Workflows
Bring structure and consistency to complex projects with fully automated workflows. Standardise your delivery process by defining the exact sequence of tasks required for each project type.
When one step is marked complete, the next task is instantly triggered and assigned to the right person — ensuring nothing falls through the cracks. Automate repetitive processes, reduce manual task management, and improve visibility and accountability across your entire team.
- Automate repetitive processes
- Reduce manual task management
- Improve visibility and accountability
- Deliver projects faster and more efficiently
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Kanban Boards
Gain full visibility of your active workflows using intuitive Kanban boards. Sort and filter tasks by project, department, or workflow stage to spot bottlenecks before they cause delays.
Kanban boards and buckets give managers and team leaders a real-time snapshot of every active workflow — perfect for busy, multi-project environments. Manage multiple projects in one view, assign and prioritise tasks by department, and keep teams aligned on project status.
- Manage multiple projects in one view
- Assign and prioritise tasks by department
- Identify workflow issues instantly
- Keep teams aligned on project status
Trigger Tasks
Not every project follows a straight line. Some require multiple tasks to run simultaneously.
With Trigger Tasks, you can define custom dependencies that launch several follow-up tasks at once, enabling parallel progress within your workflow sequence. This flexibility helps you manage complex projects more dynamically, whether you're coordinating multiple installers, managing concurrent site activities, or balancing cross-departmental handovers.
- Define custom dependencies
- Launch multiple follow-up tasks at once
- Enable parallel progress within workflows
- Manage complex projects dynamically
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Task Instructions
Provide clear, step-by-step instructions for each task in your workflow. Ensure team members have all the information they need to complete their work correctly and efficiently.
Attach detailed instructions to any workflow task, including checklists, procedures, safety requirements, and quality standards. These instructions are always accessible to assigned team members, reducing errors and ensuring consistent delivery across all projects.
- Step-by-step task instructions
- Attach checklists and procedures
- Include safety requirements and quality standards
- Always accessible to assigned team members
Site Survey
- Review project brief and requirements
- Visit site with SiteSurvey app
- Capture AR floorplans and elevations
- Take detailed photos of all areas
- Document measurements and notes
- Identify access points and constraints
- Complete site survey form in app
Digital Forms
Create project flow forms that keep your data organised and accessible. Using a drag-and-drop form builder, you can design task-specific forms to capture key information — from client approvals to site inspection details.
Customise forms to match your workflow, generate external URLs for customers or suppliers, and collect consistent data directly into the workflow. Reduce admin time and eliminate email back-and-forth by streamlining your data collection process.
- Customise forms to match your workflow
- Generate external URLs for customers or suppliers
- Collect consistent data directly into the workflow
- Reduce admin time and eliminate email back-and-forth
DESIGN YOUR PERFECT WORKFLOW
Use our interactive configurator to build your ideal workflow setup in minutes. Select your project type, team size, and requirements to see tailored automation recommendations — from task sequencing to form creation and reporting.