A quick tour of the WF Job Status Systems™ in 8 slides
Log in to your WF Workflow account
You will be in the Projects Area
Projects are color coded by progress:
Red = a task is overdue
Blue= the project is in progress
Purple = the project is pending
Green = the project is completed.
Click on a Project
It will open showing you a page with the Overview of the project.
At the top click on Tasks.
You may see any Overdue Tasks with a red alert symbol
Dashboard shows overview of all the projects you are assigned.
You can add specific projects to the Dashboard to see the progress.
You can have a customized Information Form with job details.
The form can link to your on-line Accounting software to save you duplicating the new customer information.
You can archive projects for future reference.
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We are ready to start your workflow. Questions?
Fill out the form for us to call you on the Contacts page.