Work Instructions

Does your team have assignments that need to get done the exact same way by everyone, every time? This is what is known as a standard procedure. A departmental work instruction is a way of uploading the standard procedure for an assignment and validating that it was carried out correctly. See how it works below:

To-Do's

To-Do's are handy for when you want to create smaller tasks quickly. Simply add a to-do to an existing task. See how it works below:

Task Tracking

You'll notice that in WorkflowTitan, tasks are always related to an associate and a project (Tip: your own company counts as an associate), this is to make filtering and tracking KPIs very easy, and to ensure that nothing falls through the cracks. See how it works below:

Team Email - Setup

Send and receive emails for your teams in one place. See how it works below:

Team Email - Rules and Automations

Client Portal

Associates

Access Tags

Recurring Tasks

Subscription Management

Teams

Task Types

Task types are used to organize what you’re tracking when you create a new task. See how it works below: