2020

Every office has unsung heroes. These are the diligent staff who make sure printers never run out of paper. Like clockwork, there’s the receptionist who has a steady supply of fresh flowers to greet guests, or the secretary who makes sure stationeries are always on hand. They work in the background and devote efforts toward the smooth running of the office.

Running an office needs uncanny attention to details and anticipating needs. Without a doubt, the number of tasks can often be overwhelming. True to the mantra of working smart, managers need not fret over spreading themselves too thin. Workflow apps can take the burden off of these tasks by automating validation processes. Here are ways a workflow app such as Form Workflow Plus can be an essential tool for the successful office manager:

Break free from repetitive and manual tasks

Robert is in charge of printing business cards in a legal office. They adapted to G Suite for their office apps and this turned out to be a godsend. He created a form for collecting printing requests and plugged this into Form Workflow Plus.

It took him a few minutes to setup the 2-step approval process and saved a lot of man-hours. He used to manually receive, queue up, and archive paper forms. With their switch to digital apps, he got to devote more time towards organizing the office R&R, a committee he also felt passionate about.

Form Workflow Plus is available for a 14-day free trial here.

Track tasks and have a record of approvers for transparency

Beth has worked for almost a decade as the receptionist in a 5-star hotel. She has established a reliable network of suppliers for flower arrangements. In her line of work, bouquets never failed to bring about the welcoming atmosphere.

Beth needed to make sure she’s always on top of the schedule of guests. As these bouquets come at a cost, she used Form Workflow Plus to establish a budget approval tied with the bouquet request and supplier details. Since the add-on tracks requests on a Google Sheet, it’s easy to monitor the queued tasks and supplier contact details.

One feature she likes most is the ability to route requests to different approvers depending on the cost. For her approval workflow, those who stamped their approval were automatically logged on the worksheet for transparency.

Web app for the on-the-go approver

Reese has been in charge of approving office supplies requests for boxes, stationeries, and other small equipment. As a sales representative, though, she needed to be outside the office most of the time to meet with potential customers.

Not wanting to break the supply chain, she set up an approval process using Form Workflow Plus. The add-on includes a web app where she can log on and find all pending requests in a single place. Working with approvals has never been easier as she can set decisions in bulk and be done with the task in a few minutes.

Access a rich Help Center for use cases and FAQs with a dedicated Support Team

We’ve prepared a repository of guides and how-tos to ensure your success with Form Workflow Plus. Search for FAQs and tips to make sure the add-on works for you, here.

If you find yourself in a situation not covered by the Help Center, Form Workflow Plus has a dedicated support via support@wizy.io.

If you’re a manager tasked with jumpstarting office operations after the pandemic lockdown or looking for an app to automate workflows, we got you covered. Book a demo now or sign up for free!

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