Processes that run themselves
Model approvals, status changes and notifications visually once - then they run automatically, with deadlines, escalation and a complete audit trail.
12
active
4
open approvals
98%
SLA rate
Invoice approval
The same manual work, every time
Recurring processes cost time every day - and get lost between inbox, hallway and good intentions.
Approvals by shout
Sign-offs drift through email inboxes and hallway chats. Nobody knows whose desk a case is sitting on right now.
Status changes by hand
After every step you click the same fields, send the same notifications, create the same follow-up tasks.
Deadlines lapse quietly
An approval stalls, no one is reminded, no one escalates - until the project is waiting on it.
No audit trail
Who decided what, and when? At the next audit the complete record is missing.
One process, four phases
From the canvas to the analytics - a loop you set up once and only ever improve from there.
Model
Drag the flow together visually - or start from a ready-made template.
Trigger
By hand from the list, or automatically the moment an event occurs.
Run
Tasks and approvals reach the right people, system steps run on their own.
Analyze
Dashboard and history reveal cycle times, bottlenecks and every decision.
Visual process editor
Model processes like a BPMN diagram
Drag start, tasks, approvals, automation steps, gateways and timers onto the canvas and connect them. Clear to business and IT alike - with no code.
- 12 node types: start/end, user task, approval, system task, gateway XOR & AND, condition, timer, comment, swimlane and zone
- Undo/redo and live validation with an error panel - hints never block saving
- Always editable and instantly startable: no draft, approval or archive status slows you down
- Capture every change as a numbered version with a changelog - traceable who changed what, when
Nodes
runs automatically
Automation actions
One system step, six automations
A system-task node completes a step fully automatically - from the notification to a finished PDF, with no one stepping in.
- Notification to a person or group, with placeholders from the process context
- Change status on a project, risk, idea, kanban card or demand - each with its own status value set
- Create a task, update a field or fire a webhook to an external system
- Generate a PDF - such as an approval document or record at the end of the process
Tasks, approvals & deadlines
Decisions with a deadline, reminder and escalation
Every task and approval step goes to the right person, group or role - with a clear deadline and a defined path if it lapses.
- Deadline in business days, calendar days or hours - with a reminder before it runs out
- Escalation to another person after the deadline instead of a quiet lapse
- Custom form fields as real required fields at the start or at the decision
- Mandatory comment on approval or rejection - server-side checked for who may decide
Assigned
Role · Team lead
Deadline
Reminder in 4 hrs
Escalation
→ N. Fischer
Event
Condition
Severity = highWorkflow starts
Automatic triggers
The process starts the moment something happens
Link an event from WORKSPACE.PM to a workflow - “risk escalated”, “project archived”, “idea submitted” - and the matching flow starts on its own.
- Domain events as triggers: no more manual kick-off
- Condition filters (field / operator / value) start the workflow only when it truly fits
- Prefer manual? Every workflow can also be started straight from the list
- Automatic starts run under a system actor - cleanly separated from personal accounts
Template gallery
Don't start from scratch
Common processes - approvals, escalations, onboarding - start from a categorized gallery of ready-made templates instead of a blank canvas.
- Bundled system templates for the common flows
- Create your own templates from any workflow via “Save as template”
- “Use” creates a new, instantly editable workflow and opens the editor
- Templates open in a read-only preview until you adopt them
Invoice approval
Leave request
Risk escalation
Change approval
Employee onboarding
Supplier approval
98%
SLA compliance
34
Active workflows
7
Open approvals
92%
Completion rate
Status distribution
Bottlenecks · avg. wait
+ 6 more widgets
Process dashboard
Process performance at a glance
Ten configurable widgets show how your processes really run - from SLA compliance to bottlenecks, without clicking through individual cases.
- SLA compliance, completion rate and open approvals as headline figures
- Cycle times, bottlenecks and escalations reveal where things stall
- Status distribution, trend and process heatmap for the bigger picture
- Show and hide widgets by drag & drop; filter by period and workflow type
Running processes & history
Every case as a traceable timeline
Active and completed processes kept separate - the instance detail page shows every step as a timeline, not just a status value.
- Step timeline, process diagram and an action bar for steps you can decide right now
- Cancel a running instance or reassign a waiting step
- Visible to everyone involved - starter, assignees, assigned groups and roles
- “Process history” and “Active processes” with a clean empty state instead of endless loading
Step history
Start
Intake review
Approval
Posting
End
Automation that lightens your load - not adds to it
A workflow system should take work off your plate, not create more. That's why WORKSPACE.PM is deliberately undemanding where it counts.
No blank page
Ready-made templates for standard processes. You adjust instead of starting from zero.
No manual kick-off
Triggers start the flow on their own the moment the event occurs. The process remembers itself - you don't have to.
Nothing slips through
A reminder before the deadline, escalation after. No case quietly stalls anymore.
Automation doesn't stop at your system boundary
The webhook step calls external systems straight from the process - connect your workflows to the tools your team already uses.
Frequently asked questions
What PMOs and process owners want to know before they start.
No. You drag nodes onto a canvas and connect them - clear to business and IT alike. The twelve node types cover everything from a simple approval step to a parallel branch, with no code.
No. A workflow is startable the moment it's created and stays editable at all times - there is no draft, approval or archive status to slow you down. You can optionally document every change as a version with a changelog.
Events from WORKSPACE.PM - such as “risk escalated” or “project archived”. With condition filters of field, operator and value you start the workflow only when it should really apply. Alternatively you start any process by hand from the list.
Yes. The dashboard bundles SLA compliance, bottlenecks and escalations into ten widgets; “Active processes” and “Process history” show every case, and the instance detail page maps each step as a timeline.
Before it runs out the process reminds automatically; after that it escalates to a designated person. A waiting step can also be reassigned at any time, or the whole case cancelled - nothing quietly stalls.
Put an end to the same manual work
Model your first process in minutes - and let it work for you from then on.