Engager.app’s Workflow feature helps you organise and automate every step of your client services. Create structured processes, assign tasks, and track progress across your entire team.
Design Workflows tailored to your processes. Break down complex services into clear, manageable steps, assign ownership to your team, and monitor progress—so every job is delivered on time and to a consistent standard.
Save time by automating recurring tasks and processes. Set up workflows for services like client onboarding, AML checks, or tax filings so your team knows what to do and when to do it—without manual intervention.
Ensure a standardised, repeatable process for every service. Workflows help your team follow the same steps, improving quality, reducing errors, and delivering a consistent experience to your clients.
Keep everyone accountable by assigning individual tasks or phases within a workflow. With clear deadlines and status tracking, you’ll always know who’s working on what and when.
Engager.app’s Workflows break down jobs into clear, manageable steps. Assign tasks, automate deadlines, and follow a consistent process for every client service.
Automate repetitive tasks and services with Workflows. Set it up once and let Engager.app handle the rest—saving you hours every week.
Workflows keep everyone accountable by assigning tasks with clear deadlines. Monitor progress at a glance and identify delays before they become issues.
With integrated Task Management and Job Phases, Workflows give you complete visibility into what’s done, what’s pending, and where you need to step in.
A Workflow is a structured process that breaks services into clear steps. Tasks can be assigned to team members, deadlines set, and progress tracked to ensure consistency and efficiency.
Yes! You can create Workflows for recurring services like monthly payroll, VAT returns, or compliance checks, automating task creation and reminders.
Workflows integrate seamlessly with Task Management, Job Phases, and Kanban boards, giving you full visibility and control over progress.
Absolutely. Workflows are fully customisable, allowing you to tailor processes for client onboarding, health checks, tax filings, or any other service your practice provides.
By providing clear steps, task assignments, and deadlines, Workflows ensure your team knows exactly what to do and when. This reduces confusion and helps you deliver consistent results.
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