Táve has always had a versatile product-based workflow, and with Táve 3.0 Beta 4 we’re taking that to a whole new level.
First, we’ve moved the workflow from the product editor into its own editor. This has the advantage of letting you re-use and manage the same workflow across multiple products much easier than before.
Then we expanded the existing list of items that you could create from just tasks, events, and expenses. Now you can have credit automatically added or redeemed during any phase. In addition this powers our most frequently requested feature; you can have the system create and (optionally) automatically send emails to your clients using the new Quick Response feature.
To make the workflow even more powerful, we’ve expanded it to include job-based workflow. Now you can have items that get created the moment a lead comes in or applied to any job regardless of what products they’ve booked.
Because the workflow system is completely customizable, this also means you can now modify the phases in a job or deliverable, adding or removing them as you wish.
In this screenshot (click to view full size), I’ve created a very basic job workflow illustrating some of the things that can be done in Táve 3.0. A few of the items would be more appropriate on a deliverable workflow, but they illustrate the potential.