How to Put it All Together in Comindware

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Comindware TrackerHow-To Video Series

How To Put it All Together


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Tracker How-To Video Series

How To Manage Tasks

How To Work with Workflows

How To Create a Workflow

How To Get a Workflow Running (Templates, Groups and Workspaces)

How To Get Real-Time Visibility (Lists and Dashboards)

How To Work with Microsoft Outlook

How To Add Users to the System





How To Manage Tasks










Put it All Together


Within that template, create a Workflow and specify who gets a Task at each stage

Add custom fields for the information you want to have

Design a Form for a new Item

Create a Template of a Work Item you want to track

Create a Group that will store the Work Items and setup security rights

Add that Group to at least one Workspace


Create a Template of a Work Item you want to track



Within that template, create a Workflow and specify who gets a Task at each stage



Add custom fields for the information you want to have



Design a Form for a new Item



Create a Group that will store the Work Items and setup security rights



Add that Group to at least one Workspace



Decisions to Make


Which Workspaces should you create?

Which processes need Templates? Remember, Templates capture

What Group do you need to create that will contain the Template?

Who will use the system?

What data do you need?

What level of permission should each of your Workspaces and Groups have?

the data you should capture in the fields on your form

how the form “looks and feels”

any workflow you need that follows the process



How To Manage Tasks









How to Put it All Together in Comindware

Business

Transcript of How to Put it All Together in Comindware