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Articles tagged "flow" returned 20 results.
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Using The Flows View
...a Flows View Close modal To use the Flows View, start with a list and select from the Views menu > Flows Next choose: how you prefer to display your...
Report, Calendar, Map and Flows view
...Flows View The Flows view allows users to see data (for example Projects) in a view showing cards with ‘swimming lanes’. Items can be dragged and dropped in to different...
Asana Fuse Integration Overview
...Gold-Vision’s Asana integration bridges the gap between sales and project delivery, creating a seamless workflow from opportunity to execution. ✅ Automate task creation from CRM – Turn sales follow-ups, deal...
Data bridge import
...sources, with varying levels of complexity, into all core areas of the system, including the ability to trigger alerts and workflow from the incoming data streams. If you would like...
Data Bridge
...sources, with varying levels of complexity, into all core areas of the system, including the ability to trigger alerts and workflow from the incoming data streams. If you would like...
Administration
User Settings Design Data Global Settings Alerting & Workflow Products, Tax, Currencies Diagnostics & Troubleshooting Gold-Vision API Not sure what to do? Our support team is ready to help Raise...
Configure Alerts Introduction
Alerting is designed to integrate Gold-Vision more closely with your business process and work flow. The Alerting module allows Gold-Vision to automate their business process using predefined criteria via Conditions...
What Is GDPR? Including Best Practice
...Assessments (DPIA) will become mandatory for certain circumstances. Privacy impact assessments can become part of your existing risk or project management workflow. Further information is available in the ICO’s guide...