Efficiency in Action: Reviewing and Managing Tasks in formsflow.ai

Managing the lifecycle of a submission is where your automated workflows come to life. In formsflow.ai, we have optimized the task management interface to ensure that reviewers and supervisors can process applications, approvals, and manual interventions with maximum efficiency.

Explore the step-by-step interactive guide:

Streamlining the Approval Process

Whether you are a manager approving a request or a caseworker updating a status, the new task dashboard provides the clarity needed to keep processes moving.

In this guide, we cover:

• Access the Task Dashboard: Navigate to the centralized area where all manual tasks assigned to your role are housed.
• Filter and Sort Tasks: Use the new UI to prioritize tasks by urgency, date, or specific workflow identifiers like “Urgent Review”.
• Claim and Reassign Tasks: Learn how to take ownership of a task or move it to another team member to balance the workload.
• Review Submission Data: View the original form data alongside the workflow history to make informed decisions.
• Execute Actions: Complete your review by approving, rejecting, or requesting more information, which automatically triggers the next step in the flow.

Maintaining High-Performance Operations

By centralizing task management, formsflow reduces the time spent switching between screens. This streamlined approach ensures that your enterprise workflows are not just automated, but also easy for your team members to oversee and complete.