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: Gmelius

How do I stop Gmelius collapsing Gmails left pane where it lists my folder?

This is an image of my left hand pane in Gmail - https://i.imgur.com/5B88ko6.png - I like to drag emails from the list into folders, it's quick and easy. Recently, the Gmelius boards and Shared Conversations appeared in a separate section in this pane and when I now try to drag emails into folders, the system "hides" my folders making it impossible.

Hi Jürgen, Lina from Gmelius here. What you are describing is linked to the latest updates on Google's side. If you deactivate Chat and Meet in Gmail's settings you will have the previous view of the left pane activated. I hope it helps. Kind regards, Lina

Answered: Lina Yakunina on September 14, 2021

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Answered: Jefferson Walker on March 4, 2022

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Your answer

Question on: Pipefy

How could I link one Pipe to the other?

I recently found out that another team close to ours is also using Pipefy, and for a very similar goal. We'd like to, if posible, merge both Pipes, since that would save a lot of doubled work that currently happens.

Yes, it is possible using native automation or internal links

Answered: Douglas Albuquerque on February 17, 2022

Your answer

Question on: Smartsheet

Best Practice for Mapping out Projects?

What are some of the things you have in mind when implementing a new project with Smartsheet to make sure you included everything?