Custom Workflows

Track the specific stages for any custom workflow

States

Define the states or stages that a business object goes through in its custom process. Add states and change their order at any time.

Workflows and automations are tied to states, as are reports and filters.

Book a Demo

Want to see how TeamTracks will give you control over how your team works and make them successful? Sign up for a  customized walk-through.

Book a Demo

State Lists

Lists for each state of a business object let you see at a glance how many objects are in each stage or bucket.

This is a visual of how the overall process or lifecycle is progressing.

Custom Data
Custom Workflows
Automations
Role-Based Access
Team Interface
Customer/Client Interface