Top Features of Workflow Tools

1. Drag-and-Drop Workflow Builder

   • Create custom workflows easily with a visual interface — no coding required.

2. Task Automation

   • Automate repetitive tasks such as email alerts, approvals, and status updates.

3. Custom Forms and Fields

   • Design forms to capture specific data relevant to your workflow steps.

4. Role-Based Access Control

   • Define user permissions based on roles to ensure data security and clarity in task ownership.

5. Real-Time Notifications & Alerts

   • Get updates via email or in-app notifications on task changes, delays, or completions.

6. Integration with Other Tools

   • Connect with CRM, ERP, accounting software, or communication tools like Slack, MS Teams, etc.

7. Analytics & Reporting

   • Track workflow performance, bottlenecks, and productivity with dashboards and exportable reports.

8. Conditional Logic

   • Use IF/THEN rules to build intelligent workflows that adapt based on input or status.

9. Mobile Access

   • Use workflows on-the-go via mobile apps for approvals, task updates, or submissions.

10. Audit Trail & History Tracking

• Maintain logs of who did what and when — crucial for compliance and accountability.