At the heart of WorkPack is a very powerful workflow engine, which turns the actual work procedures from your project into software based workflows. The workflow engine uses documents, data and user actions such as approval, comments etc. to complete different stages in a chain of stages forming the workflow.

Workflows in WorkPack are project specific and project manager or project admin of each project has access to the workflow engine of that project from project details page.

On the workflow master page for a project, a project manager / admin can define workflows for  -

  1. Project Level Documents - Task List, Document List, Material List, Schedule etc.
  2. Deliverable (Engineering drawings or other documents)
  3. Procurement Tasks (Involving documents and material data)
  4. General Activities (Such as construction activities, where documents are not involved)

For creating a workflow, you can first start by adding different steps in that workflow. Your workflow will then become a chain of these steps. The sequence of steps to be followed will be defined by % weightage, which can be defined against each step of the workflow.

Further there are also options for - 

  1. Set up scheduling thumb rules for when certain steps in a workflow should be completed. For example, these thumb rules will define planned dates for submission, approval of different documents.
  2. Define material data to be captured and tracked for different stakeholders of a procurement activities.
  3. Multiple stakeholders (internal or external) for a step in the workflow, who can upload documents and input data to complete that particular step. For example a vendor can be identified as a stakeholder for a procurement activity, where he has to upload "Invoice Documents" to complete invoicing step in procurement.

After defining the workflows for a project, the project manager can then create a task list for that project. Then these workflows will be applied to the newly created tasks as per their selected task types. 

When a workflow is applied to a task, user will see folders corresponding to steps in that worfklow - created on the task details page.