Setup
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Available on: Professional Plans Enterprise Plans Unlimited Plans
Introduction
You can easily re-configure product workflows and survey forms to adapt them to your company's needs. The range of customization will depend on your product plan.
The following sections provide examples of how product workflows and surveys can be customized:
- Customize a workflow: Example of how to open a workflow settings panel.
- Customize a survey: Step-by-step tutorial on how to add a customized survey into a preventive maintenance plan.
Contact us
Contact a Cotalker Sales Representative for more information on how you can customize workflows and surveys according to your company's needs.
Related Topics
- Create/Edit Workflow: Administrative Panel Documentation
- Create a Workflow Tutorial: Tutorial on how to create a workflow that can process tasks through five different states.
- Surveys Overview: Administrative Panel Documentation
- Create a Survey Tutorial: Tutorial on how to create a survey to gather data from users and share it on a channel.