This section offers short video tutorials which give examples of the common activities in Results Engine.

Creating a Process

Results Engine lets you create any level of linear, branching, or cyclic process design, with any number of stages, forms to fill in, and reminders.

Working with the Project Form

The Project Form is common to all projects. It's already populated with several commonly used fields, such as the sponsor and team members. You can change or remove these fields and add your own, using the Customise Project view available on the Process Design tab.

Designing Custom Forms

All projects share some common properties: owner, team, description, and a few options for date and value tracking. But many businesses have more extensive and specific tracking needs, which is why Results Engine includes a very flexible form builder.

Creating Workflows

Workflow allows you to set up actions and notifications, which can be automatically triggered, based on conditions that you choose.