Quick Tips: Manage Workflows with Kanban Boards [Video]

kanban boards

Kanbans are a great way to visualize any type of multi-step process. Each column in the Kanban represents a step in the workflow.

Create Rules to notify users when when something advances to the next step using emails or the built in Alerts and Tasks feature.

Users can subscribe to a record and receive an Alert whenever a change is made.

See how this is done in this short video clip: