Workflow new update use column in Title and Description for more clarity.

Hoicko is taking workflow clarity to the next level! Our latest enhancement lets you embed column values directly into Workflow Titles and Descriptions. By using the "@" sign, you can now pull data from any board column, making transitions to subsequent levels more transparent than ever.

 

Let's Start the process and how the new feature works:

 

Create Workflow

 

1. You must choose the board you want to create the workflow.

2. Then click on the 3 dots, which are shown on the right upper side of the screen.

3. When you click on three dots, a new screen appears with some options. You have to click on workflow.

4. When you click on it, a new window appears where you can fill in all the information. Here you can create a Workflow

 Write Title and Description

 

5. Here you have to click on the create workflow and fill in the title and description from which column you want to create the title and description and use them before column @, and then fill this in. By using the @ you can get the column here. It will help to know more about the workflow when it triggers. 

6. Then choose the column and then status. Choose approval levels from which person you want to approve your workflow.

7. Then choose the filter; it is optional; then choose the approved status and rejected status; and lastly, choose the workflow status when the workflow is created, approved, and rejected.

8. In the end, choose the workflow status to know what the status of the workflow is that we are saving in the text, column, chat, or whatever you have selected on the board.

9. Click on Create.

10. When you click on Create workflow, it triggers L1 and L2 from where you want to approve your workflow.

How It Looks in Dashboard and Notification

 

11. This workflow notification goes in two directions: first, in the dashboard form, and second, in the notification form.

Dashboard form.

Notification form

In this way, you can use a column in the title and description for more clarity. 

Benefits

 

1. Give Clarity to which task or Row the workflow has been triggered.
2. It gives a proper description in the Notification and Dashboard for what the workflow is.
3. At a different level, the Authorized person comes to know the details of the workflow and makes the decision whether it will approved or rejected

Ready to experience unparalleled clarity in your workflows? Dive into Hoicko's enhanced functionality today and let your projects flow seamlessly. Try it now and redefine how you manage tasks. Start Integrating with '@' Now!