Coming Soon: TPS Cloud Axis 'Workflow Section' Enhanced Features

In the dynamic landscape of accounting firms, efficient workflow management is paramount to success. Recognizing this, the TPS Cloud Axis Workflow Section is set to introduce upgraded functionalities aimed at streamlining task management, enhancing collaboration, and improving overall efficiency. With a highly customizable task management system featuring mass event creation, template-based efficiency with tasks per user, and a range of viewing options, firms can seamlessly navigate and handle complex workflows. This elevates communication, facilitates precise time tracking, and improves document management throughout the entire workflow process.

The new features cater to varying levels of complexity—from straightforward single-task processes to a more detailed multi-task approach involving multiple steps, and diverse types of work. The enhancements are geared towards improving functionality. It’s crucial to note that while the visual layout has undergone slight changes, the core functions remain constant: Firm and Employee Grid/Calendar Views.

To highlight some of the new features, everything is now managed directly from the Workflow Screen:

• Improved Firm/Employee Views
• Workflow Task: Single vs. Multiple Tasks
• Assign a Portal Folder to an Event
• Track Emails Related to Workflow Events
• Capacity Planning: Manage Employee Workloads Efficiently
• Employee Board
• And Much More
  
  

To explore the latest features, click here to take a look at the New Workflow Screen V2 YouTube Playlist.

Related Articles: 

• Workflow Efficiency: Unveiling Enhanced Features Templates and Tasks
• New Workflow Screen: Simplified Single-Task Workflow Process

• The Power of Categories in TPS Cloud Axis
  
  
  

Sincerely,

axis_support@tpssoftware.com
Toll-free: 1- 888-877-2231 

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