illu Help Desk

Add Workflows to a Job

Once you have your Workflows, you can deploy them in seconds to your field team, making sure they always know how to get the job done right the first time.
We all know that even well documented processes won't get you far if you can't easily deploy them. This is why illu makes it easy to combine your task and knowledge management by attaching Workflows to your Jobs.

Creating a Job from Workflow Preview

Attaching Workflows to a New Job

Step-by-Step Instructions

  1. 1.
    Create or edit a Job and scroll down to the "Workflows" section of the details page.
  2. 2.
    to open the Workflow selection pop-up.
  3. 3.
    Find the Workflow you want to add by scrolling or using the search. Workflows are attached to the Job in the order that you select them in.
  4. 4.
    Save the Job, and you are ready to go!
The steps are the same on the web app as they are on mobile.