Workflow & Process
Agiloft’s fully configurable workflow management automates and manages even the most complex task flows and processes.
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Agile software
We embrace the constant change technology affords us – to deliver powerful functionality, customisable business rules and flexible templates. With Agiloft workflow management, we’ve fought the need to spend weeks over-engineering solutions – workflow should flow.
We give you the power to control status and state transitions, configure your business rules to update data in linked records and external systems and apply parallel and sequential task templates to all workflows.
Agiloft graphical workflow editor
Automate and manage even the most complex task flows and custom business processes.
Improve efficiency, performance, and communication across your organization. Agiloft provides a fully configurable and versatile framework to automate and manage even the most complex task flows and custom business processes.
Workflow Functionality
Agiloft's workflow functionality gives you the power to control status and state transitions. Agiloft makes it easy to trigger the creation of task templates or approval workflows as needed for each project type.
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Configurable Business Rules
Our business process and workflow system can validate your data, trigger event – or time-based notifications, and update data in linked records or external systems.
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Task Templates
Task templates can be applied to any of your projects or workflow types, whether parallel or sequential. Required, optional, and ad hoc task types are all supported.
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Precise Access Permissions
Easily manage the security controls necessary for your organisation and provide users with the exact access permissions they need, right down to the field level.
Advanced Search Functionality
Find records that meet any type of criteria with sophisticated search capability, including historical searching. Drive your business rule actions through saved searches.
Built-in Auditability
Use Agile BPM to access historical snapshots, which display any record as it existed at any point in the past. Complete audit logs capture changes to any record and all types of system events.
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Empower your business with streamlined workflows and automated processes
Trigger task templates
Trigger the creation of task templates or approval workflows as needed for each project type
Automate workflows
Automate frequently executed workflows such as new employee, partner or customer onboarding
Automatically integrate processes
Automatically integrate all of your processes with essential data such as employee and asset information
Drag & drop custom design layouts
Drag and drop custom design layouts in minutes; build and document your system's actual behaviour as you design it
Single extensible framework
Enjoy a single extensible framework that adapts to your evolving business, without having to program
Capture & manage data
Capture and manage your data across a full range of fields
Support & track clients
Support and track clients with individual relationship diagrams of hardware and software