Critical Task Workflow and how to complete it

This video illustrates the Critical Task Workflow and how to complete it.

The Critical Task Workflow is great for these scenarios:

• Regulatory Submissions (Tax, Remittances)
• Critical Deadlines
• Critical Periodic Renewals (Insurance, Vehicle Registration, Licensing)
• Audit Preparations

Contents

Task Creation

This demo illustrates a Critical Task Workflow.

Automated "TO-DO" List

Activity Factory creates a "To-Do" list for each user.  This is a fully automated process, no manual intervention required.

When activities within a workflow are being routed to people responsible for a task, Activity Factory adds these to a user's "To Do" list and removes it once the activity is completed.

Delegation

This demo illustrates how a task assigned to "admin" gets delegated to another resource.

Completion

This demo illustrates how to complete Activities and complete a Process.

When tasks are overdue

If a task is overdue, Activity Factory sends meeting invites to address the issue.  Save yourself the hassle of following up.

What this brings

Improved and Continuous Services

Tracking delayed critical tasks is important.  The "Delegation" feature enables Administrators to pass work to other Resources who may be occupied or on leave.

Activity Factory makes sure that work moves on even when Resources are scarce.

Improved collaboration

Tracking of all tasks is done on a single web page that contains all relevant information.  No need to call or email.

It is even accessible from your phone.

Get answers in less than a minute.

Less work because the workflow system is orchestrating it

Employees don't need to worry about To-Do Lists, this is automatically done for them.

Even ticking off completed tasks is done by the system.

Accountabilities and responsibilities are clear

A workflow tracks users who are supposed to be doing specific tasks within an entire process. Teaches team members about ownership.