Workflows are available with the Pro and Enterprise subscriptions.
Workflows are a tool to automate and streamline processes in your GivingData site. A workflow consists of one or more tasks built out as a workflow template. The workflow template can be manually added to requests, or it can be configured to be automatically added to requests when specific criteria are met. Similarly, when workflow tasks are completed, automated actions can take place within the system. The workflow can be associated with the request as a whole or with a specific object related to the request, such as a payment or requirement.
Key benefits of workflows include the following:
- Assignment - Configure tasks for assignment to the appropriate staff member.
- Automation - Automatically assign tasks and prompt the completion of actions.
- Process Efficiency and Structure - Ensure that processes are completed on time and in the correct order. Provide detail in workflow tasks to serve as a guide for your grantmaking processes.
- Accountability - Workflow tasks can serve as automatic reminders, and provide visibility into a process's progress across staff members and requests.
A workflow can be as simple as a single task to serve as a reminder, or as complex as a list with numerous tasks for different assignees and automated actions based on task completion. Common examples include a workflow for an application invitation, and a workflow for an application review process.
Build a Workflow Template
The first step when using workflows is to build a workflow template. This can be done from scratch, or by duplicating an existing workflow. The workflow can then be manually or automatically added to requests.
- Resource:
Manually Add a Workflow to a Request
In addition to configuring a workflow to be added automatically to requests, a workflow can also be added manually. A workflow can be added to a specific request or a specific object related to the request (e.g. a payment or requirement) from the request record. Workflows can also be added to requests in batch from a super search.
- Resource:
Manage Workflows and Workflow Tasks
Workflow tasks can be edited or added from the request record. The workflows dashboard provides an overview of workflow progress across requests and provides efficient access to workflow tasks across requests.
- Resource: