You can set up job states to match the stages in your company's job A job is the overall project that you or your organisation works on for a client. workflow. Then, by adding notifications WorkflowMax uses notifications as a way of informing selected people when certain job-related events occur. When one of these events occurs, staff assigned to the job, team members or client contacts can be notified by email, on-screen alerts or RSS feeds. to each job state, you can communicate to key people how a job is progressing – and when it's time for them to take action.
WorkflowMax has some default job states. You can edit the default job states, and add more states to suit your workflow. Each job state can have its own set of notifications.
The default job states are:
- Planned – select this job state when you create a new job – the project team can be notified
- In progress – select this job state as work begins on the job
- Completed – select this to notify staff when the job is finished
- On hold
You could add more job states, for example:
- Ready for review
- Awaiting client sign-off