Process Management

Process Management

Standardize, enforce, and optimize how work is done.

Custom Stages

Customize workflow stages within all your apps.
Custom Workflows

Manage, track, and set rules around how work flows through your organization to ensure work progresses efficiently and follows best practices.
Form Rules

Set role and condition-based form rules to determine which components are visible, editable or mandatory as well as change field values when specific conditions are met to manage processes.
Dependent Fields

Assign Set Values for any field, dependent on a stage value selection.
Set Field Values

Assign Set Values for any field, dependent on any custom Form Rule.
Required Fields

Select fields to be or become mandatory upon record creation or dependent upon form rules.

Lock After Create

Lock any field from being editable after the creation of a record.
Approval Workflows

Automate and manage approval workflows in one place.
Related Record Quick Create

Create a record from within a related record, automatically relating the new record and rolls up custom values to avoid duplicated data entry.
Kanban Boards

View records cards across board columns to track work progression across stages and other progress fields.
Drag & Drop

Drag & drop record cards across Boards to progress work.

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