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MangoApps User Guide
MangoApps User Guide
  • πŸ₯­MangoApps User Guide
    • MangoApps Glossary
  • πŸ—³οΈBallots
    • Ballots Tools
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    • Create an Event
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    • Levels & Badges Tools
  • πŸ“šLibraries
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  • 🎧Media Center
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  • πŸ“¬Messages
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  • πŸŽ™οΈMy Recordings
    • My Recordings Module Toolbar
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  • πŸ†•News Feed
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  • πŸ—’οΈNotes
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    • People Module Tools
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  • πŸ‘Polls
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  • πŸ†•Posts
    • Posts Module
    • Types of Posts
    • πŸ†•Compose a Post
      • Content Block Toolbar
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        • Creating an Alert
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      • 3-Dot Action Menu
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  • ❓Questions
    • Questions Tools
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  • πŸ€”Quizzes
    • Quizzes Tools
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  • πŸ—“οΈSchedules
    • Schedule Toolbars
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  • πŸ“ŠSurveys
    • Survey Tools
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  • πŸ†•Tasks
    • πŸ†•Tasks Module Actions
    • Create a New Task
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    • Milestones
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    • Tasks Widgets
  • 🀝Team CRM
  • πŸ“‹To-Do List
    • Create a To Do List
  • πŸ†•Trackers
    • Tracker Module Menu
    • Create a Tracker
    • πŸ†•Tracker Column Types
    • πŸ†•Mask Field
      • πŸ†•Example Mask Widget
    • Navigating a Tracker
      • Tracker Menus
      • Table Menus
      • Column Menus
      • Entry Menu
    • Data Uploader
    • Adding a New Table View
    • πŸ†•Tracker Workflows
      • πŸ†•Creating a Tracker Workflow
        • Approval Workflow
        • πŸ†•Form Workflow
        • Publish Workflow
        • πŸ†•Task Workflow
    • πŸ†•Forms
      • Create a Form
      • πŸ†•Edit a Form
      • Form Tools
      • Form Rule Builder
    • Trackers and Forms Widget
      • Tracker Widget View Type
    • πŸ†•Tracker Use Cases
      • πŸ†•Welcome Video and Acknowledgement
  • πŸ†•Widget Gallery
    • My Priority Items Widget
    • πŸ†•My Reporting Hierarchy Widget
    • Pending Approvals Widget
    • Quick Links Widget
    • Slider Widget
    • Text Box Widgets
    • πŸ†•Upcoming Birthdays Widget
    • πŸ†•User Profile Card
  • πŸ“„Wikis
    • Wiki Tools
    • Create a Wiki
    • Collaborating on Wikis
  • ADDITIONAL RESOURCES
    • Troubleshooting Guide
      • Supported Platforms and Browsers
    • Submit a Support Ticket
    • Release Notes
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  1. Trackers

Tracker Workflows

PreviousAdding a New Table ViewNextCreating a Tracker Workflow

Last updated 1 month ago

Cut down time spent on rote tasks by creating automations via tracker workflows. Workflows are set up using a simple visual editor so no coding experience is required!

Features

Pre-Shipped Templates

We have templates set up for tasks like informing and approvals, and it’s easy to set up custom workflows to do just about anything that is triggered by changes in a tracker.

Approval Workflows

Approval workflows keep processes moving forward by automatically requesting an approval from one or multiple approvers and recording their feedback in the tracker. They can be customized, sent through various channels, and multiple levels of approval requests can be triggered sequentially. Actions can be customized for approval or denial in each case.

Inform Workflows

When colleagues need to be informed of something that happens in a tracker, inform workflows let you customize exactly how they are notified and give them a clear message with exactly what they need. This drives clarity in complex processing and saves valuable time for everyone involved.

Cross-Tracker Workflows

When information needs to be moved, locked, or copied across multiple trackers, workflows can do it automatically.

Workflow Logs

Detailed logs of workflow execution and changes make it easy to keep track of information, diagnose issues, and manage the flow of information.

Notifications & Reminders

Notifications are sent out to relevant parties when they need to address something within a workflow. Furthermore, reminders can be triggered to relevant people, to ensure that notifications are addressed in a timely manner.

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