Workflow Management Software Resources

Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Workflow Management Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, and reports from industry data.

Contents

Workflow Management Software Articles

How to Reclaim Your Time With Workflow Automation Software

The average work week is 40 hours, but how much of that do you spend on repetitive tasks?

by Lauren Pope

The Role of Artificial Intelligence in Accounting

Accounting is one of the most important, yet daunting and expensive departments in almost all companies. Accountants oversee all financial operations of a business to help it run smoothly and efficiently. These include preparing and analyzing financial statements (e.g., cash flow, income statement, balance sheet), paying taxes on time, and maintaining the companies’ general ledger (GL). All these tasks require a great deal of human interaction that takes time and money; no matter how careful an employee may be, there is always the chance for human error, which could snowball and lead to devastating financial results in the future.

by Nathan Calabrese

How to Stay Organized When Closing Books Remotely

Almost any public or private business with an accounting and finance department performs a month, quarter, and year-end close, which is a series of steps to review, record, and reconcile accounting information. For this blog, I’m going to refer to only month-end close for consistency and simplicity.

by Nathan Calabrese

Workflow Management Software Glossary Terms

Workflow Management

Workflow management allows organizations to manage business processes in order to operate more efficiently. Learn more about the types and benefits.

by Alexandra Vazquez

Approval Workflow

Approval workflow is a business practice in which individuals must approve data or tasks at specific points in a process. Learn more about approval workflows, their best practices, and how businesses can use workflow automation to ease the process.

by Keerthi Rangan

Workflow Automation

Workflow automation is the systemic design and execution of repetitive business tasks. Discover examples of workflow automation and learn more about its types, benefits, and best practices.

by Tian Lin

Workflow Management Software Discussions

Question on: Wrike

What is the best method when reviewing your request forms to simplify them? What should one think about when deciding what kinds of questions are best to keep on a request form?

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Think of common questions and ways to IMPROVE team communication. If it doesn't lead to an answer it isn't needed

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Answered: Melyssa Knight on October 19, 2021

Your answer

Question on: Smartsheet

How do I send automated reminders for update requests (daily, selected dates/times) until submitted?

I don't like having to follow up on Smartsheet's update request forms it sends to users. If there is a way to have it resent until fulfilled, that will prevent me from reaching out with personal reminder emails.

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If you have a to-do assigned to somebody with a specific date (ex: 11/7), you could set a reminder in the request for the system to notify the assignee 'x' amount of days beforehand. So if you have something due on 11/7 and you set the reminder to '5 days before', Builder Trend will notify the assignee once per day until the due date.

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Answered: Jefferson Walker on March 4, 2022

See more answers (1)

Your answer

Question on: Pipefy

How can I resize cards?

Sometimes it would be better if we could change the cards for easier viewing.

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No. The card don't have options to change

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Answered: Douglas Albuquerque on February 17, 2022

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Workflow Management Software Resources

Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Workflow Management Software

Workflow Management Software Articles

How to Reclaim Your Time With Workflow Automation Software

The Role of Artificial Intelligence in Accounting

How to Stay Organized When Closing Books Remotely

Workflow Management Software Glossary Terms

Workflow Management Software Discussions

Workflow Management Software Reports