Go to website
Articles to help you train end users on how to use Flokzu.
Full text search Operators
We know that it is very important for you to find what you are looking for quickly and easily. There are two kind of searches in Flokzu: Quick search Advanced search To perform a quick search, simply type what you are looking for in the top bar. When performing a quick search you can use operators to help you refine your searches using more accurate cri
A process instance is a particular execution of a process. The modeling and configuration define the formal structure of a process. The instance is created each time a process is launched (e.g. the ‘Recruitment and Hiring’ process is unique, but each new application is a new process instance in Flokzu). Once a process instance is created in Flokzu, the assigned tasks will be executed according to the workflow you have defined. Create a process instance To create a process instance, si
How to reassign a task?
Business Process Management is useful to ensure that processes always run the same way. Since tasks are assigned during the modeling stage, users will receive tasks automatically in their Inbox at the right time. That is one of the main advantages of a BPMS. But in organizations, unforeseen events usually arise and modeling the process prior to execution does not allow changes, harming the flexibility of processes. That’s precisely why we added a very important feature: reassign tasks to other
How to define an 'alias' for a user?
What is an ‘email alias’? If you define an email alias for your account, this alias will receive a copy of all the messages that are directed to your user and it will also be able to complete tasks by email on your behalf. Defining an alias for your user To define an alias for your user, just click on the email address of your account that appears in the upper bar and select ‘Edit profile’. !(https://storage.crisp.chat/users/helpdesk/website/5a899047-9b38-48ab-9475-31c8c63a3183/0ce
What are comments for?
Comments inside Flokzu (in-app) have many uses. You can make a comment inside a task that can be seen by current assignees of all ongoing tasks in a process. In order to do this, you must go to the ‘Comments’ section, click on the checkbox shown in the image below and then publish your comment. You can also subscribe to the comments made by any other user
Inbox In their Inbox the users will find all the documents that have been assigned to them, either individually or through a role. Depending on whether or not you have defined a duration for the tasks, they will see the date in which they are due and, according to the color, they will see if they are overdue (red), if they have less than 24 hs left to complete them (yellow) or else the due date has not yet been reached (green). !(https://storage.crisp.chat/users/helpdesk/website/5a899047
In Flokzu searches have high priority because we know that often your efficiency depends on how fast you find what you need to complete your work. In a quotation process you need to revise similar proposals sent to customers. In a hiring process, before interviewing the candidate you might want to re-read the resume. When placing a purchase order it may be helpful to consult the purchases from previous months. There are many examples like these. By finding the right documents you can speed up yo
How can I search in Flokzu?
We know how important it is to find what you’re looking for fast and effectively. This is the reason why in Flozku you can search for any content from your processes: process instances, fields and their values, references, attachments, tags, description and more. The search bar is located at the top. Simply start writing what you’re looking for. Flokzu also lets
Complete tasks via email
Assigned tasks can be completed from the Inbox or, in case it is enabled, directly from the email. This allows you to save time and make decisions at anytime anywhere, without the need to log in to Flokzu. How to enable it To set up the approval via email, you should follow these steps: How it works Assignes will receive a notification with the fields
Repeat the search in attachments
In Flokzu you can search by any category: tags, form fields, process name, task name, etc. Once you have searched by the terms, words, compound words or any combination of numbers and letters that you want, you can repeat the search in the attachments. Simply do the search and then press the 'Repeat this search in attachments' button. Example: Search by client name in the 'Fulfill Purchase Order' process and, after you obtain the results, look for the information related to the client found in
Tags in a process instance
To place tags in a process instance can have multiple uses. Imagine that, after the initial Credit Request form is submitted, the user in charge of reviewing the Credit Request wants to assign a priority level to it, in such a way that all other users can identify it quickly. The best way to do this is by placing tags, such as: High Priority Medium Priority Low Priority To do this, simply enter the process instance, click on 'General Information' and then write your tag under the *Tags