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Managing Workflows

Manage the status/progress of jobs in a Kanban board/master view.

Updated over 2 months ago

Assigning Jobs

Drag and drop Jobs from the default Submitted status column to "other" status columns.

πŸ—’οΈ Note: moving Job cards between status columns updates the status on the Order (this update changes the status in all areas within Factory).

πŸ“½οΈ Video clips: setting up and using Workflow.


Assign Team Members

Assign Team Members to Jobs:

  1. Right click mouse and select Assign team members.

  2. Select required Team Members from the list.


Set Labels

Assign Labels to Jobs:

  1. Right click mouse and select Labels.

  2. Select required Labels from the list.


Mark as delivered

Right click mouse to mark a Job as Delivered.

πŸ—’οΈ Note: Delivered Orders are removed from the Workflow view.


Mark as picked up

Right click mouse to mark a Job as picked up.

πŸ—’οΈ Note: Picked up Orders are reviewed from the Workflow view.


View Orders

Click on an Order to view:

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