Give your organisation's work a system.
Start with a ready made workflow or a process unique to your organisation, configure how the work moves, then give every participant the right place to complete their part.
Five steps from setup to running.
A practical path from organisation details to a workflow people can use and follow.
- 1
Create your organisation
Start organisation setup, add the required organisation details and choose the operating plan that fits your workflow volume, people and controls.
- 2
Choose where to begin
Install a ready made workflow for common work or begin with a process unique to your organisation. The catalogue is a starting point, not the limit of what Zelpano can run.
- 3
Define the process
Identify the information to collect, the documents to request, the people responsible, the decisions to route and the record the workflow must produce.
- 4
Configure participants and stages
Set who can administer the workflow, who completes each part, how responsibility moves and which events should notify or remind participants.
- 5
Publish and follow the work
Give each participant the right entry point, then follow references, stages, owners, activity and completed records from the organisation console.
Common questions
Still have questions? Visit the Support Centre or contact our team.