Workflow oversight
M
Michael Beaty
I would like to be able to print out current workflows setup to review with team members.
M
Michael Beaty
I would like to give my team the schedule of follow-up for each step of the sale, so we can give them word tracks, train on what to try and accomplish at each step of the follow up. I was able to copy and paste the data into a word document and print that way but a quick print would be nice.
Shelby Parker
Thanks for raising this, Michael Beaty — totally get why having a printable view would make team reviews a lot easier. A couple quick questions so we can understand what you need: are you looking to print a single workflow, all workflows, or just the ones for a specific team/store? And is the printout mainly for sign-off/approval, training, troubleshooting, or general documentation? Lastly, when you say “current workflows setup,” which details should be included (steps/actions, triggers/conditions, owners/assignments, timing/SLA, etc.)?