Control a Record’s Lifecycle with SharePortals Stage Management
Implement your organisation’s business rules to control how your employees process important records.
Define Stage Data Fields that must be populated to allow move to next stage.
Configure automated workflows that execute on entry to a stage or on exit.
This could involve Microsoft Power Automate flows to request an Approval in Teams, to send an email to a contact, or simply to create a new record of a different type from data stored in the open record.
Key Benefits
Kanban
Using the Kanban board lets you see key information for many records at a glance, treating each stage as a bucket.
