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Lightweight Approval Workflows Are a Snap in Construction Viz

November 13, 2024 Construction Viz

Do you need a way to route a form for quick review and approval? Check out the new lightweight response workflow feature in Construction Viz.

Setting up formal approval workflows for a project can be challenging, especially if your review processes are dynamic. When building a workflow, you must consider:

  • Are the steps done in parallel or sequentially?
  • What are all the triggers?
  • How many conditions do you need?
  • What is the status of each step in the process?
  • And the list of considerations goes on.

Also, since system admins typically build workflows, they might not have the hands-on expertise in project management to construct optimized workflows.

https://constructionviz.com/wp-content/uploads/2024/11/Lightweight-Approval-vid.webm

Enhancing Workflow Management in Construction Viz

With Construction Viz, we wanted to expand on our simple ad hoc workflow feature.

Currently, a user can assign another user a response task with a due date, and they will get a notification/email to take action. Only the responder identified can come back into the form, update their response date, and change the response status.

So, what’s new?

We simplified adding one or more responders with the new lightweight response component. Now, a user can add as many responders as they want, set a specific due date and default response status, and provide the option to email an entire group of responders from one location.

Lightweight-Approval_1

You can still send off response tasks individually, but if you have many responders, this new feature makes the process a snap. Also, you can send email notifications to an entire group if needed, and the app automatically adds them to a sent log.

You can build your workflows as needed with the new response workflow feature. There’s no need for custom workflows or help from a system admin unless you need more complicated workflows using Power Automate.

With Construction Viz, we deliver a complete construction management solution for YOUR Microsoft 365 that is easy to use, saves time, and ensures you maximize your investment in Microsoft 365. You can request a demo below.

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