Process Management
Standardize, enforce, and optimize how work is done.
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Custom Stages
Customize workflow stages within all your apps.
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Custom Workflows
Manage, track, and set rules around how work flows through your organization to ensure work progresses efficiently and follows best practices.
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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.
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Dependent Fields
Assign Set Values for any field, dependent on a stage value selection.
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Set Field Values
Assign Set Values for any field, dependent on any custom Form Rule.
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Required Fields
Select fields to be or become mandatory upon record creation or dependent upon form rules.
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Lock After Create
Lock any field from being editable after the creation of a record.
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Approval Workflows
Automate and manage approval workflows in one place.
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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.
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Kanban Boards
View records cards across board columns to track work progression across stages and other progress fields.
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Drag & Drop
Drag & drop record cards across Boards to progress work.
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