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In the workflow section of KiSSFLOW, you can assign a task to the initiator’s manager, department head, or location head. You can also use KiSSFLOW system formulas to automatically display the initiator’s manager in a field.

To configure these settings, go to the Admin tab and click on Manage under User Management.

To add a new department, click the Departments icon on the left and enter your information in the fields on the right.

You can do the same thing in the Locations settings as well.

To assign a manager, department, or location to an individual user, you can go to the Active Users screen and update the information individually or you can select multiple users at the same time.

To do a large group at the same time, upload a CSV file that includes these columns.

Check out the System Formulas page for more instructions on how to use formulas to automatically display the initiator’s manager and other interesting tricks.

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