Workflow is a powerful project management tool that helps you get organised, digitise your work and centralise all your activity across the full deal lifecycle.

You'll notice a brand new feature with Ansarada deals! Click the workflow tab to see more!

To build components of your table, use 'Add' then select 'column', 'item' 'section' or 'tab' links in the actions bar:

Start by adding a new tab/sheet to your workflow for a new process, team, or function you'd like to manage from the (+) button on the far right of the screenshot.

Continue by adding a column to your tab. You can customise the column’s type by selecting one of several options below, as relevant to your project:

Text

Long Text

Status

Date

Date Range

Status

Document

Link

Country

Dropdown

User

Team

Begin adding items to your list. These can be tasks, to-dos, activities, or anything else you need to plan.

💡 Tip: to filter your items by category or status, use the Group by button. Your filter options will be custom to you, based on workflow Columns.

Sections/sub-sections can be used to mimic folders or sub-folder to group items together.

Be confident in disclosing and sharing the right workflows with the right teams in your organisation! To grant access to your Tab, follow the guide here.

⚠️ Please note: when assigning a person to your task, they will receive an email notification with the direct link to view their task. If no users are shown, it means you haven’t yet granted permission to a team to view or manage the workflow.
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