Conditional Logic

Build your process with conditional logical options (AND, OR, EQUALS TO, LESS THAN, MORE THAN) to create a dinamic workflow that adapts to the ever changing needs of your organisation.

Approvals

Extend your processes with approvals related to persons (approved, declined, sent back to control etc.). Create simple or multi-tiered, iterative or consecutive approvals.

Forms

Use personalised forms to collect structured data. Input data manually or automatically from external sources or the Itiner’s own pool.

Documents from Templates

Generate uniform contracts, price offers, declarations automatically. Embed data collected from forms or calculations to Word templates. Create Word or pdf output.

Calculations

Carry out complex calculations in the background with built-in mathematical, statistical, financial, logical, date and time functions. Create logical conditions and junctions based on the results.

Multi-tiered Access Rights

Set who can perform a Task: the owner of the Task, another employee in the same User Group or anyone from the organisation. Basic Users can perform exclusively the Tasks assigned to them and handle exclusively the data related to them.

Dynamic Handling of Deadlines

Set fix or relative deadlines to Tasks. Send automatic warning e-mails to the Task Owner when the deadline is reached.

Business Calendars

Select calendar days or working days to calculate deadlines for Tasks. Week-ends and public holidays are observed in calculations.

Handling of ToDos

Add ad hoc ToDos to the standard Tasks of the processes. Define the owner, the deadline and the description of the ToDos. Reports can also be created about them.

Attach Documents

Attach any number of images, pdf files, records, certifications, contracts etc. to verify the accomplishment of a Task.

Unique Helps to Tasks

Attach a unique help with images or videos to each Tasks if necessary to assist the Task Owner.

Personal Dashboard

Use Dashboard to review every open Tasks and ToDos of the User in real time.

Dynamic Assignement of Tasks

Tasks are assigned to Users automatically.

Tables and Forms

Use tables within the Tasks for settling invoices, purchases, time accounts etc., where data have to be collected in a form.

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