These demonstrations show how a project-tracking tool and a request-sorting system could work. Try the filters and follow each step.
These examples use fictional data. They do not represent projects delivered for clients.
Track the progress of your projects.
Centralize projects, see their status, and find useful information without switching between tools.
A shared view of activity
Filters by project status
An interface tailored to your processes
b. workspaceDEMO
Project tracking
Partner portalIn progress
Field service managementNeeds review
Document hubIn progress
Request trackingCompleted
Fictional data used for this demonstration.
Sort and forward incoming requests.
In this example, a request’s content is used to identify its subject and forward it to the right team. Sorting rules would be defined around your organization.
Automatic sorting by subject
A visible step-by-step process
A review step for ambiguous requests
b. flowDEMO
Processing a request
01Request received
02Category identified: support
03Forwarded to the support team
Local simulation. Select the button to follow each step.