Project and process lead
Tracks stages, schedules, task ownership and progress.
OCTO · Ready solutions
Business Processes
Manage projects, tasks and process documents together with Octo. Make ownership, progress and next steps visible so teams can coordinate their work.
How does it work for your business?
- Requests and approvals: follow the request, owner and decision in the same record.
- Documentation: link documents to a process, project or record and access them when needed.
- Project management: track stages, owners, schedules and progress in one shared structure.
- Task management: assign work, set due dates and track completion.
- Connect quality, maintenance and field work with the relevant tasks, documents and approvals.
EVERYDAY USE
From a need to an everyday workflow.
We can adapt this example flow to your responsibilities and record structure.
- 01
Open a request or project and collect its purpose, documents and responsible team in one record.
- 02
Define stages and tasks. Link each task to an owner, due date and required documents.
- 03
Let team members record progress and completed work, routing decisions to the relevant approver.
- 04
Keep the outcome and its documents with the record. Review open tasks and next steps in a shared view.
Enlarge screen ↗Who does what?
Example responsibilities; access is configured during implementation.
Team member
Carries out assigned work and records documents, notes and completion.
Approving manager
Reviews decisions with the related records and documents and sees pending work.
Adapt it to your business.
- Request types and required fields
- Approval order and routing rules
- User roles
- Statuses and pending-work reports
Changes are assessed for their effect on data, permissions and existing records, then deployed after testing and user review.
Frequently asked questions
Can we start with a single approval process?
Yes. Define the request type, owners and decision steps to start with a focused scope.
How is a new approval step added?
Define the new rule and owners, assess the effect on existing records, and apply it after user testing.
Where shall we start?
ERP, manufacturing, customer management or a process unique to your business. Tell us what you need and let’s find the right starting point.