Workflow automation solutions help you do more with less
Manual and repetitive processes can disrupt or slow your operations, hindering productivity and potential growth. Workflow software will help you to manage people, processes, and data, to achieve better business outcomes. By using rules-based logic to automate business processes and reduce or eliminate time-consuming tasks, workflow software enables your teams to speed their work.
This increased efficiency not only minimizes human error but also empowers your team to focus on high-value tasks, thereby boosting work quality and removing bottlenecks that can hurt your bottom line. Automating business workflows allows you to optimize processes – seeing 80% of transactions being turned around in less than two hours – leading to increased productivity, enhanced customer experience, and continuous growth.
Benefits of workflow automation software
Automate at scale
Deliver consistent experiences
Operate flexible workflows
Understand campaign priorities at-a-glance
Keep your cross-team stakeholders up-to-date on important, blocked, and high-priority campaign work. Tag, sort, and filter campaign deliverables in a centralized place, so stakeholders always know what to focus on first.
Expedite onboarding with clear prioritization
Automatically bring critical work to the forefront, even on day one. Quickly prioritize work, so new hires can spend less time organizing and more time executing.
Task management features and capabilities
My Tasks
My Tasks is a personalized view of every task that’s assigned to you, regardless of which project it’s in. Visualize all of your to-dos in one place to ensure nothing falls through the cracks.
Multi-homing
Track and manage tasks across multiple projects. When you make changes to a task in one project, instantly see those changes reflected across all projects in real time.
Time tracking
With native time tracking, quickly estimate expected and actual time spent on tasks. Get better real-time estimates on project progress which is essential for budgeting and forecasting.
Workflows
Workflow Builder is a no-code point-and-click tool to visualize and build powerful automated workflows. Streamline tasks and keep your teammates in sync via integrations with 200+ of your favorite business apps.
Custom fields
Custom fields are the best way to tag, sort, and filter work. Create unique custom fields for any information you need to track—from priority and status to email or phone number.
Rules
Automate manual work so your team spends less time on busywork and more time on the tasks that matter. Use Rules to automatically assign work, adjust due dates, notify stakeholders, and more.
Mobile
The Nateco it is available on Mac, iOS, and Android. Review any new inbox notifications, send messages, and access project tasks so you’re always up to date on project information.
Custom templates
Custom templates make it easy to duplicate existing workflows or common processes—giving teams confidence that they don’t have to recreate work from scratch or worry about missing any steps.
Project views
Project views make it easy for you to see your work, your way. Select between List, Board, Calendar, and Timeline, and toggle between the project views to find a view that works for you.
Dependencies
Mark a task as waiting on another task with dependencies. Teams with collaborative workflows can easily see what tasks they’re waiting on from others, and know when to get started on their portion of work.
Timeline
Timeline View is a Gantt-style project view that displays all your tasks in a horizontal bar chart. With Timeline View, you can easily track how the pieces of your plan fit together.
Calendar
View any project in Calendar view to see all upcoming and past work in a calendar format. Give stakeholders insight into task due dates, as well as the larger cadence of scheduled project work.
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