As an Admin you have the ability to set-up Workflows for Issues, dependent on customisable criteria.

But let's take a step back here, what are actually Workflows?

A Workflow is a sequence of tasks that processes a set of data.

In OpsBase in order to create an Issue Workflow you will need to:

  • Set up your trigger Conditions
  • Set up your consequent Actions

For example:

  • When an issue is raised (trigger) that is given a Critical priority (condition), send an email to all Senior Managers (action)

Let's explore together how workflows can be configured to best reflect how your business works ⬇️

This was our last Advanced Training Article!

Time goes fast when you are having fun 😉

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