The Core Concept: Understanding Workflows
Workflows are reusable process templates defined in your Settings that allow you to standardize business operations by organizing tasks into a sequential structure of steps and missions. By creating these blueprints—which store details like estimated working days, budget, and task checklists—you can maintain consistency across your operations. When assigned to a customer through their profile, a workflow instance is generated that copies this structure to that specific client, enabling you to track progress, set due dates, manage expectations, and oversee step-specific missions directly from your main dashboard or the customer’s profile.
How to Load This Module?
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Workflow Template Management (Step 1/2)
This primary modal serves as the hub for defining high-level blueprints for your business processes.
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1. Creating a New Workflow (+ Icon in Top Header)
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3. Additional Action Icons
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Edit (Pencil Icon): Re-opens the template form to update the master name, budget, or estimated duration.
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Delete (Trash Icon): Removes the entire workflow template along with all its associated steps and missions from the system.
Process: Creating a New Workflow Blueprint
To create a new workflow template, follow these steps within the Workflows (1/2) modal:
1. Initiate Creation
- Header Action: Click the "+" icon located in the top-right header of the main Workflows modal.
- Form Trigger: This action opens the "Create a New Workflow" popup window.
2. Define Template Details
- Workflow Name: Enter a descriptive title for the process.
- Budgetary Data: Input the total Price or budget for the entire workflow.
- Duration: Specify the Days to Complete to set an estimated timeframe.
- Notes: Add any relevant documentation describing the process requirements.
3. Finalize Blueprint
- Confirmation: Click the "Create" button to save the new template.
- Outcome: The new workflow appears in the template list, where you can click the "+" (Add Step) icon in its row to define granular "inner steps" and missions.
Workflow Step Management (Step 2/2)
Once you click the "+" (Add Step) icon from the initial workflow list, the system transitions to the second management phase for granular process control.
1. Navigation to Step 2
- Action: In the Workflows (1/2) list, click the "+" icon located in the Action column of a specific workflow row.
- Outcome: This triggers the Step 2/2 view, displaying all individual stages (steps) currently defined for that specific workflow (e.g., "Product Manufacturing - Steps").
2. Adding New Process Steps
- Primary Action: Click the "+ ADD STEP" button located in the top-right header of the Step 2 modal.
- Purpose: Opens the step configuration form to define new sequential stages for the process.
- Data Fields: Allows you to specify the Step Name, Working Days, Price, and any associated automation or notes.
3. Inner Mission Creation
- Action: Click the small "+" icon found in the Action column next to an individual step row (e.g., next to "Raw Material Procurement").
Workflow Step 2: Inner Mission Creation
This feature allows you to embed specific, automated tasks directly into a workflow stage.
- Action: Click the small "+" icon located in the Action column next to an individual process step.
- Purpose: Opens the "Add Mission" modal to define a task tied specifically to that workflow phase.
- Configuration: You can assign Team Members, set a Task Color, upload an Image, and enter detailed Mission Notes.
- Automation: Selecting "use as template" ensures this mission is automatically generated whenever this workflow is assigned to a customer.
- Result: The created mission is saved in the system with a specific Step ID, appearing both under the step list and on the main Missions Page for clear tracking.
Workflow Step 2: Inner Mission Management
Once you create a mission within a specific workflow step, it becomes an integrated part of that process blueprint.
- Accessing Missions: To see missions created for a specific stage, navigate to the Step 2/2 modal for your chosen workflow.
- Nested Display: The system displays the mission (e.g., "add mission through workflow") directly beneath its parent step (e.g., "1. Raw Material Procurement").
- Mission Details: Each nested mission row shows the assigned Member (e.g., Alpha Dude) and the Working Day duration inherited from or assigned to that task.
- Quick Actions: Use the Pencil icon next to the mission to edit its details or the Trash icon to remove it from the workflow step.
Assigning a Workflow to a Customer
This feature is used to convert a general process blueprint into a live, trackable project for a specific client, automatically generating the timeline and missions required to complete the job.
How to Add a Workflow to a Profile
- Access the Tab: Open a specific customer profile and click the Work Flow tab in the sidebar menu.
- Open the Form: Click the "+" icon in the top-right of the workflow section to reveal the Add WorkFlow form.
- Select the Template: Click the Select Flow dropdown to choose from the workflows created in settings, such as "Product Manufacturing".
- Set Parameters: Define the specific Due date, Price, Expect Profit, and Notes for this client instance.
- Finalize: Click the Add button to activate the workflow for that customer.
Tracking Inner Missions on the Missions Page
When you create an "Inner Mission" inside a workflow step (Step 2), it is automatically pushed to the main Missions dashboard once the workflow is assigned to a specific customer.
Where it is Shown & How it Works
- The List View: The mission appears as a dedicated row on the Missions Page (e.g., "add mission through workflow").
- Customer-Wise Tracking: When a workflow is assigned via a customer's profile, it creates a specific project instance that links these missions to that client.
- Step Column Identification: You can identify which workflow stage a task belongs to by looking at the Step column in the table.
- Color Mapping: The mission row displays the specific Color (e.g., green) selected during the "Add Mission" setup, allowing for quick visual sorting on the dashboard.
- Execution Details: It shows the Team Member assigned in the settings and the Due Date calculated based on the workflow's specific timeline for that customer.
- Completion Link: Completing the task on this page and updating the status to "To Do" automatically reflects back on the customer's project timeline, advancing the visual progress indicators.
