Build Consistent Processes Around the Way Your Team Works
Growing teams need repeatable processes. Relecca task workflows let organizations define ordered, color-coded steps and phases, then run everyday work through them on a task board connected to customers, leads and deals.
Workflow Step Designer
Design the steps your team's work moves through, from first action to completion.
- Visual Steps: Create, reorder, and color-code the steps of each workflow.
- Phases: Group steps into phases so progress is easy to read at a glance.
- Multiple Workflows: Keep separate workflows for onboarding, delivery, or internal work.
- Safe Changes: When a step is removed, move its tasks to another step instead of losing them.
Define a Process Once
A workflow in Relecca is an ordered set of named steps — a definition that works the same way regardless of who is on duty, rather than a wiki page people are meant to remember.
- Workflow name and ordered step names.
- Colour coding and phases for readability.
- Drag-and-drop ordering as the process changes.
- Tasks connected to workflow steps, so progress is observable.
Run the Work on a Task Board
The workflow becomes the columns of the task board. Moving a task forward is a drag, and everyone sees the same state of the work.
- Drag tasks between workflow steps.
- Group the board by status, company, deal, assigned user, or due date.
- Subtasks for multi-step work under one owner.
- Tasks linked to the company, contact, lead or deal they concern.
Different Processes, Different Workflows
One workflow rarely fits onboarding, sales operations and recurring internal work. Relecca lets you define several and keep each shaped to its own job.
- New customer onboarding, from initial setup through to completion.
- Sales operations mapping the internal actions around a deal.
- Operational processes built around your own recurring work.
- Manual process first, refined once the steps have stopped changing.
Ready to configure Task Workflows?
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Define the steps a task moves through. Each step becomes a column on your task board.
Gather the customer's background and requirements.
Work on the task and log time against the customer or deal.
A colleague checks the work before it is handed over.
Task completed. Cards in this step count as finished on the board.