Predefined work-trays contain relevant information for a particular person when a file meets certain conditions. For example, approving a ticket, customer or declaration. In other words: Create overviews on any level with department or person specific tasks or objects on your dashboard.
Has something changed? Or do you want to remind a colleague of something? Then create trigger notifications based on changes within your company specific objects. This way the message is always delivered to the right person or department on the right time.
Determine out of which properties an object/dossier constists. For example an "employee workflow" naturally contains other entry fields than "sales", "claims", "declaration" or "press release workflow."
Roles and Rights
Allow users or departments to "read, write, delete, or create" Based on the roles you create.
Monitor the process
Create custom lists to get a clear idea about in which state your business processes currently reside.