Add an operation stage

Add an operation stage

An operation consists of stages — the steps that the document or task must go through. For example, in the «Sales» operation there is here is the «Approval» stage, and in the «Advance report» — «Approval with the director».

For each stage that you add into the operation, specify the name, executor and due date.

The interface may vary for some sections.

New interface
Old interface
1. Create a stage
2. Set up conditions
  1. Go to the section where you will configure the operation and click . For example, to set up an approval with an accountant, go to the «Tasks» section.
  2. Open a ready-made operation or create a new one. To edit a standard operation, click «Change».
  3. In the «Processing» section, click and add a workflow stage.
    If you are adding an operation stage in the «Documents» section, select the stage type:
    • «Internal» — performed within the organization. For example, a lawyer checks a contract before sending it to the director for signature;
    • «Sending answer to the counterparty» (incoming) — o process the received documents. For example, an accountant checks and signs a reconciliation report, then sends it to the counterparty;
    • «Sending document» (outgoing) — o send the document to the counterparty after the stage completion. For example, an accountant issues an invoice, and a manager sends it to a client. At this stage, you can choose which response you want to receive: confirmation and/or finalization of the document..

    By default, stages have the «Internal» type when created.

  4. Enter the stage name — no more than two words. For example, «Execution», «Check». The stage executor will see the name in the «Tasks on me» section as well as in the timeline. To change the color of the name, click .
  5. Choose an executor from the suggested options.
  6. Click .

Result: the operation stage has been created. Configure the execution conditions.

1. Create a stage
2. Set up conditions
  1. Go to the section where you will configure the operation and click . For example, to set up an approval with an accountant, go to the «Tasks» section.
  2. Open a ready-made operation or create a new one. To edit a standard operation, click «Change».
  3. Click the «+ Stage».
  4. If you are adding an operation stage in the «Documents» section, select the stage type:
    • «Internal» — performed within the organization. For example, a lawyer checks a contract before sending it to the director for signature;
    • «Sending answer to the counterparty» (incoming) — to process the received documents. For example, an accountant checks and signs a reconciliation report, then sends it to the counterparty;
    • «Send document» (outgoing) — o send the document to the counterparty after the stage completion. For example, an accountant issues an invoice, and a manager sends it to a client. At this stage, you can choose which response you want to receive: confirmation and/or finalization of the document.
    • By default, stages have the «Internal» type when created.

  5. Enter the stage name — no more than two words. For example, «Execution», «Check». The stage executor will see the name in the «Tasks on me» section as well as in the timeline.
  6. Choose an executor from the suggested options.
  7. Click «Save».

Result: the operation stage has been created. Configure the execution conditions.

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