Using Work Sets
Sebastian Vowels avatar
Written by Sebastian Vowels
Updated over a week ago

Work Set Overview

A work set allows for the grouping of workflows together in one location. By using work sets, you are able to see at a glance how the work (comprised of multiple workflows) is progressing whilst keeping all reports together once the work is completed. Work sets can also be grouped together underneath a common project.

When opening a work set, you can see at a glance:

  • the overall progress of the work

  • which activities have been completed/are still to be completed

  • time taken to execute the work

  • and who has completed which workflows

Users are able to complete workflows within a work set just like stand alone workflows.

If a user has encountered any flagged issues during a workflow, you can view these workflows at a glance by selecting filter flagged workflows.

Completing A Work Set

Work sets are automatically marked as 'completed' once all workflows within them have been actioned. You can manually complete a work set, even if all workflows are not completed, by selecting mark as completed.

Once a work set has been completed, it will be moved to the completed work sets tab.

Adding Additional Workflows

During a work sets execution, there may be a requirement to add additional workflows. You can do this on the web or on the app:

  • Web: scroll to the bottom of the work set and select a new workflow from the dropdown

  • App: within the work set, select the ellipses menu and then add existing workflow. On the dropdown that appears, select the workflow you'd like to add.

Assigning Workflows & Work Sets

Workflows within a work set, and work sets themselves, can be assigned to different users for tracking and resource management purposes.

Did this answer your question?