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INTRODUCING PROCESS BOARD
See Every Process. Know Where It’s Up To.
See what’s active, what stage it’s reached and what needs attention without opening individual records or chasing your team for updates.
Less Chasing. More Visibility
See exactly what needs to happen next
See every process running through DocFlite from one clear board and instantly know what’s moving, what needs attention and what’s finished.
- What’s active
- What’s overdue
- What’s completed
- What’s been abandoned
Keep the whole team on the same page
Everyone can see exactly where a process is up to, without opening individual records or asking someone else for an update.
Search for a customer, filter by process type or open a process to see every stage, what’s been completed, what’s happening now and what comes next.
Move work forward with a drag
Drag an active process to Completed when the work is finished. If a Job is no longer going ahead, move it to Abandoned.
DocFlite keeps the process history clear will leaving already sent document workflows untouched.
Process Board FAQs:
What is a Process Board? Process Board gives you one view of all the processes running through DocFlite, showing what’s active, overdue, completed or abandoned.
What types of processes can I track? Any process you’ve set up in DocFlite! For example: Employee Onboarding, Client Onboarding, Sales, Recruitment.
Can I see where an individual process is up to? Yes. Open any process to see each stage, what’s already happened, its current stage and what still needs to happen.
Can my team see what needs attention? Yes. Overdue processes are clearly separated, making it easy to identify where something may need action.
What happens when I complete or abandon a process? The process history remains available, without changing workflows for documents that have already been sent.
Less admin. Fewer missed steps. More control.
Process Board gives you a clear view of the processes already running through your business so your team knows what’s happening, what’s next and what needs attention.
Already using DocFlite? Contact Us and we’ll show you how Process Board can work with your existing processes.
New to DocFlite? Book a demo to see Process Board in action.