You can do this by setting up a workflow so that every time a response is received in your forms app, a task is created in your project management app for that response.ĥ) Add tagged tickets as bugs in your help desk In those cases, you can save a lot of manual labor by automatically creating a task in your project management app for every form entry. Sometimes, you may find yourself in a situation where you want to work on every response to a form. In your integration management system, you can create a workflow so that every time an incident is reported in your incident management system, it's automatically added as a task in your project management app.įorms are incredibly versatile-they're used to collect all kinds of different information from customers, leads, and even employees inside an organization, among many other use cases. You can do this by tracking every incident as a bug in your project management application. When an incident is reported in your incident management application, you'll want to find out why it happened and what needs to be done, so that it doesn't happen in the future. Every time a project is marked as completed in your project management app, you can configure your invoicing app to email the respective client for you. But with this workflow, you won't have to do it manually. Whenever a project is completed, you'll need to invoice the client. You can configure a workflow so that every time an event triggers on your project management app, a notification is displayed in your chat app.Ģ) Invoice clients when a project is completed This way you get a quick picture of what's going on, without having to log in to your project management app just to check for updates. Learn about new tasks, or any other update that happens in your project management app, immediately, right from your chat app. You can implement these workflows by using an integration application like Zoho Flow to connect the apps you use every day with your project management apps.ġ) Get notifications for new tasks or updates in your chat app Automating workflows is especially practical for the modern workplace, which often uses a variety of SaaS apps to manage its processes. In this article, we'll go through some workflows that can be automated, so that manual processes associated with project management can be substantially streamlined. With remote work gaining more and more traction, a project management app becomes essential in breaking down what needs to be done into specific projects, with every team member having their own role. Your project management app is where all your team's tasks are tracked, and where the necessary conversation and collaboration happens to get work done.
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