A guide to Order workflow automation

You can automate your workflow with automatic order creation on a signed sale, and you can create tasks automatically linked to an order.

To enable the system to create an order automatically, tap [Settings] in the left-hand menu. Then tap Automation, under Orders. Tick the Automatically register orders checkbox.

An order will now be created for each sale that is marked as won. This applies regardless of whether the sale is signed through the signing solution or signed manually.

You can create order tasks that will be created automatically when an order is created.

The tasks will then be visible under the Tasks tab on the order card and on the customer card.

1. To create a task, press + New task.

2. Fill in the title, description, assign the task and set a due date.

3. Press Save.

You can assign yourself or your colleagues an automatic order task. When a user is assigned an automatic order task, they will receive a notification providing they have this feature turned on. There are no limits on how many people can be assigned to a task.

💡 Tip: Fields that are not mandatory must not be filled in and can be left blank when creating an automatic order task.

You can change a task after it has been created. You can change the title, description, change or add to whom it is assigned and change the due date.

1. To change a task, tap the Pencil on the relevant task.

2. Make the changes you want, then press Save.

1. To delete a task, tap the Pencil on the relevant task.

2. Then tap the wheelie bin.

💡 Tip: When you delete an automatic task, previously automatically created tasks will not be deleted.