Workflows in the Titan Maintenance (Urgent) platform define and control the lifecycle of a task, governing how it progresses from creation to completion. Each status in a workflow can trigger specific system features and user interactions. 

Workflow access and configuration are restricted to designated system administrators to ensure governance and avoid unintentional disruptions. If you would like assistance configuring workflows for your tenant, please reach out to Support. 

Purpose of Workflows

Workflows are essential for defining the sequence of task statuses and for controlling the availability of system features at each stage. They ensure consistency in task handling and help enforce business rules, notifications, and validations across various task types.

Configurable Workflow Elements

System administrators can configure a variety of elements within each status of a workflow, including:
- Feature toggles (e.g., signature capture, task resolution, verification)
- Automated transitions between statuses
- Conditional logic based on task data or timing
- Notifications and required fields

Tips

• The workflow editor does not auto-save! Make sure to manually click Save before navigating away.
• Take care not to delete statuses that have existing tasks associated with them, as this can cause errors.