Managing Workflows

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

Updated over a week 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:

  • Right click mouse > Assign team members > select required team members from the list.

Set Labels

Assign Labels to jobs:

  • Right click mouse > Labels > 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:

Linked resources

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