WORKFLOW AUTOMATIONS
Optimise your complete project execution process with smart workflow automation. Organise activities, allocate duties, and guarantee each phase advances smoothly with Integrio.
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Enhance Your Project Execution Process
An essential tool for every project team, our workflow automation enables more effective and streamlined experiences in sophisticated project coordination and daily activity management.
Enhance your project processes with our dependable, intuitive and economical automation tools. Deliver a trustworthy and uniform user experience that boosts engagement and utilisation.
HOW TO GET STARTED
Use these straightforward steps to build and oversee your automated processes
Define Your Workflow
Begin by mapping out the order of activities for your project category. Recognise each phase, from preliminary configuration to ultimate finish, and establish the sequence in which activities should be executed.
Assign Tasks & Responsibilities
Allocate each activity to the suitable team member or division. Configure automatic alerts so the following person in the process knows when their activity is prepared to start.
Set Up Triggers & Dependencies
Set up trigger activities for simultaneous processes or intricate relationships. Specify criteria that automatically initiate subsequent activities when prior phases are finished.
Monitor & Optimise
Utilise Kanban boards to track process advancement in real-time. Spot constraints, modify activity allocations, and improve your processes based on real project results.
Pro Tips for Success
Start Simple
Start with a straightforward process and introduce sophistication as your team grows more familiar with automation.
Use Templates
Take advantage of ready-made process templates for typical project categories to reduce configuration time.
Review Regularly
Review your processes frequently and adapt based on team input and project results.
Integrate Forms
Link digital forms to process activities to gather uniform information at every phase.
Automated Workflows
Introduce organisation and uniformity to intricate projects with completely automated processes. Normalise your execution approach by specifying the precise order of activities needed for each project category.
When one phase is marked finished, the following activity is immediately activated and allocated to the correct person — guaranteeing nothing is overlooked. Automate recurring procedures, minimise manual activity handling, and enhance transparency and responsibility across your whole team.
- Automate recurring procedures
- Minimise manual activity handling
- Enhance transparency and responsibility
- Complete projects quicker and more effectively
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Kanban Boards
Achieve complete transparency of your active processes using user-friendly Kanban boards. Organise and filter activities by project, division, or process phase to identify constraints before they create hold-ups.
Kanban boards and groups provide managers and team leaders a live overview of every active process — ideal for hectic, multi-project settings. Handle numerous projects in one interface, allocate and rank activities by division, and maintain teams synchronised on project condition.
- Handle numerous projects in one interface
- Allocate and rank activities by division
- Spot process problems immediately
- Maintain teams synchronised on project condition
Trigger Tasks
Not every project follows a linear path. Some need multiple activities to operate concurrently.
With Trigger Activities, you can specify custom relationships that initiate multiple subsequent activities simultaneously, allowing simultaneous advancement within your process order. This adaptability assists you in handling intricate projects more flexibly, whether you're organising multiple installers, coordinating concurrent location operations, or managing cross-divisional transfers.
- Specify custom relationships
- Initiate multiple subsequent activities simultaneously
- Allow simultaneous advancement within processes
- Handle intricate projects more flexibly
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Task Instructions
Supply transparent, sequential directions for each activity in your process. Guarantee team members possess all the details they require to finish their work accurately and productively.
Link comprehensive directions to any process activity, including checklists, protocols, safety specifications, and quality criteria. These directions are constantly available to allocated team members, minimising mistakes and guaranteeing uniform execution across all projects.
- Sequential activity directions
- Link checklists and protocols
- Incorporate safety specifications and quality criteria
- Constantly available to allocated team members
Site Survey
- Review project brief and requirements
- Visit location with Integrio app
- Capture AR floorplans and elevations
- Take detailed photos of all areas
- Document measurements and notes
- Identify access points and constraints
- Complete site survey form in app
Form Fields
Drag and drop to add fields
Form Preview
Drag form fields here
Start building your form by dragging fields from the toolbox
Digital Forms
Build project flow forms that maintain your information structured and reachable. Using a drag-and-drop form designer, you can create activity-specific forms to gather essential details — from client authorisations to location assessment information.
Personalise forms to align with your process, produce external links for customers or vendors, and gather uniform information directly into the process. Minimise administrative time and remove email exchanges by optimising your information gathering procedure.
- Personalise forms to align with your process
- Produce external links for customers or vendors
- Gather uniform information directly into the process
- Minimise administrative time and remove email exchanges