Departments in Diligent Workflow

Create departments to assign to new or existing accounts. Departments are used where one workflow is sent to multiple teams or people at the same time. Users assigned to a specific department can have a dedicated checklist appear on their task for the workflow, where others may have a different one or none at all. They are not mandatory but only users assigned a department receive checklists.

Checklists are customised and included as part of the product.

Note

If this option is not available contact Diligent Workflow Customer Support if you want to have it added.

  1. Go to your profile and select Administration from the menu.

  2. Select the Department tab or card.

  3. Select New Department.

  4. Enter the department name in the Title field and select Create.

To check how many users are assigned to a department check the Number of users column in your view.