How are you configuring workflow?

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SarahG
SarahG Member, ALL USERS, Employee Posts: 1 New Contributor
in User Experience

Hi Anaplanners - I am in search of process improvements to workflow. Who's willing to share their success with establishing workflow for approvals that encompass some derivative of:

  • required date field
  • required approve OR reject field
  • email notification submission 
  • submission button

Key considerations are: user friendliness for approvers who aren't in the plattform regularly, intuitive steps/instructions, etc.

 

Thank you!!! 

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