Tasks with owners and due dates, reusable templates, an approvals chain and a rule-driven alerts engine watching every expiry and deadline.
Tasks, templates and approval chains
How it works
Tasks & Workflows runs the office's day-to-day: work items with owners, priorities and due dates, recurring task templates for repeatable processes, and approval requests that give decisions a recorded chain.
Behind it sits a rule-driven alerts engine: configurable rules watch expiry dates, renewal deadlines and thresholds across all record types and raise in-app alerts ahead of time — the same engine that powers the Today view and dashboard attention items.
Capabilities
Task management
Owners, priorities, due dates and status across the office.
Recurring templates
Repeatable processes captured once, run on schedule.
Approval chains
Requests and sign-offs with a recorded decision trail.
Rule-driven alerts
Configurable rules watch every deadline across all record types.
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