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Created by Stacey Hicks
Created on Mar 20, 2024

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Being able to add in your own steps to the workflow

Currently all my staff have an excel workbook with their workflow. The basic 4 steps on the system are not enough for a full competed workflow. It would be useful to be able to add workflow steps such as internal checking, bacs uploaded, pension uploaded etc and then we could remove the use of having to have excel sheets for workflow

Describe the Challenge Currently all my staff have an excel workbook with their workflow. The basic 4 steps on the system are not enough for a full competed workflow. It would be useful to be able to add workflow steps such as internal checking, bacs uploaded, pension uploaded etc and then we could remove the use of having to have excel sheets for workflow
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