Task / How to Create a Workflow?

Another module of Supsis Ai is the Task module. This is a CRM module, and with it, you can organize your work and create workflows, tasks, and assign them to your teammates. Workflow refers to a sequence of steps. You can break it down into pages.

Follow the steps below to create a workflow.

First, let's go to our task menu. Click on the three dots indicated by the arrow and then click on the workflow button.

Then, on the opened page, fill in the necessary parts; the name of the page, description, add stages and statuses, and save.

These workflows will appear in the section indicated by the arrow.

That's it. You can add cards to these workflows as you like.