Workflows

Workflow Grouping by Row

When you create or edit a FuseDesk Workflow, you can optionally group your cases into rows. You can group your cases by Rep, Department, Status, or Contact. Grouping your cases in a workflow allows you to further visually organize your cases. For example, if you service clients and have multiple open cases at a time [...]

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Setting up a Sales Pipeline in FuseDesk

You can easily use FuseDesk Workflows to create a Sales Pipeline for your team in just a few quick steps. Head to Workflows and click the Plus button to create a New Workflow. Name your Workflow something like "Sales Pipeline". For Column Field choose Case Tags. For View Filter you'll likely only want the Status [...]

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Setting up a Kanban Board in FuseDesk

You can easily use FuseDesk Workflows for your Kanban Board in just a few quick steps. To get started, head to Workflows and click the Plus button to create a New Workflow. Name your Workflow something like "Kanban Board". For Column Field choose Case Tags. For View Filter you'll likely only want the Status as [...]

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Using Workflows in FuseDesk

FuseDesk Workflows empower your team to easily move cases through your business processes and leverage Automations in FuseDesk. FuseDesk Workflows help you with Kanban Boards, Sales Pipelines, Client Projects, ToDo Lists, and more. Service based business moving Work Orders through a pipeline love FuseDesk Workflows. Sales organization moving prospects through a Sales Pipeline love FuseDesk [...]

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Creating a Workflow in FuseDesk

Workflows empower you and your team to organize your cases and easily move them between columns. When you create or edit a Workflow in FuseDesk, you'll start off by setting the Name for your Workflow. This will typically be something along the lines of "Sales Pipeline", "Open Work Orders", "Active Cases by Status", etc... Workflow [...]

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Configuring Automations for FuseDesk Workflows

As you move cases between columns in FuseDesk Workflows, you can configure Automations to run. At the top right of each column you may find an Automation icon. Hover over the Automation icon to see what Automations may already run for cases as they enter the column. You can also typically choose to create a [...]

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Managing Cases in a FuseDesk Workflow

When viewing cases in a Workflow the two main actions you'll be taking are moving cases between columns and viewing an individual case. Selecting, Editing, and Creating Workflows The first thing you'll do in the Workflow view is to select which Workflow you'd like to use from the menu up top. If you have permission [...]

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