It’s your shop. Set your workflow your way.
We made it simple.
To add a status, use the fields at the top of the screen
- This is the title that you see on the main dashboard in the swim lane. Make this a simple abbreviation.
Drop down title
- This is a longer phrase that clearly labels the step.
- This is the message that will automatically be sent when the status is selected.
Send Text/Email Update
- If this is set to “No”, the message you setup will NOT be sent and the step will be bracketed in ( parenthesis )
Select Display Time
- Count Down
- Starts from a time that the user selects when moving to this status
- Ends at Zero – Turns orange at 15 mins, red at 5 mins remaining.
- Count Up
- Counts up from 0 infinitely
- No time, simply highlights the step
- Note: Time is still recorded for each step for reporting purposes, whether it is displayed on the dash or not.