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Tip of the Week: Add Teams in WorkflowMax

Did you know you can set up teams in WorkflowMax, so that a select group of staff can get notifications? These can be staff who are part of a job or not.

For example, you might have an accounts team who needs to be notified once a job is finished so that they can prepare an invoice and get it sent out, but you don't want to have to add them to every job. Instead, you can set up a 'Finance' team, then set up a custom notification to let them know a job is ready to invoice.

The video below takes you through the steps to set up a team in WorkflowMax:

For more WorkflowMax hacks, check out WorkflowMax TV - there are loads of helpful (but short!) tutorial videos to guide you through various features.

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Monica Shepherd
Monica is a marketing copywriter for WorkflowMax, creating content for the website, blogs and ebooks. Having run a copywriting business helping a wide range of businesses create stand-out marketing and website content, she has a thorough understanding of the challenges business owners face. By sharing this insight at WorkflowMax she can continue to follow her passion for helping small businesses punch above their weight.

Monica Shepherd

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