PROXESS ToDo: Workflows in the DMS

The smart addition to PROXESS DMS

  • Document-related workflows – fast, simple and without configuration
  • Seamless integration into the PROXESS user interface
  • Affordable and efficient
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What is PROXESS ToDo?

Small and medium-sized companies often lack the time and budget for complex workflow systems. PROXESS ToDo is the ideal solution for simple, digital task processes – directly integrated into the PROXESS Web Client.

With PROXESS ToDo, you can create ad hoc or template-based workflows for your documents – without any IT configuration. Whether it’s invoice approval, authorisation processes or spontaneous tasks: PROXESS ToDo makes your documents actionable and your processes transparent.

Your advantages at a glance

Ad hoc or template

With PROXESS ToDo, you can digitise your task management easily, quickly and cost-effectively – without complex workflow systems. Ideal for companies that want to get started quickly, work simply and grow sustainably.

Simple process mapping

Implement linear processes such as invoice approvals quickly and intuitively

Deadlines & reminders

Email notifications ensure reliable adherence to deadlines

Multiple to-dos per document

Tasks can be processed sequentially or in parallel.

Without admin configuration

Workflows are created directly by the user

Seamless integration

All functions directly in the PROXESS Web Client – no additional software required

High user acceptance

Familiar interface, easy to use

The streamlined alternative to complex workflow systems.

The streamlined alternative to complex workflow systems.

Perfect solution for smaller workflow tasks

When a rule-based workflow with numerous task steps and detailed branches is too complex and costly, PROXESS ToDo is the perfect, more affordable solution for creating and using ad hoc workflows within the familiar PROXESS user interface.

Typical application scenarios

Audit:

The task sequence includes the factual and commercial verification of invoices. After successful verification, they are automatically forwarded to the next instance.

Document approvals:

Approval processes can be initiated directly on the relevant document and tracked transparently. This facilitates collaboration and speeds up approval.

Ad hoc tasks:

Spontaneous tasks can be created quickly without prior configuration. This allows short-term requirements to be handled flexibly and efficiently.

Follow-ups & reminders:

Tasks can be assigned a due date. Automatic email reminders ensure that no deadline is missed.

Recurring processes:

Standardised processes can be efficiently mapped using templates. This saves time and ensures consistent process quality.

All functions at a glance

  • Integrated into PROXESS Web Client
  • Document-related workflows

  • Ad hoc workflows without admin configuration

  • Creation of linear processes

  • Multiple to-dos possible per document

  • Sequential or parallel processing

  • Tasks with due dates

  • Email reminder function (SMTP-based)

  • Templates for recurring workflows

  • Overview functions for responsible persons

  • Task history and processing status can be viewed at any time

PROXESS ToDo – explained simply in one minute

With PROXESS ToDo, you can quickly and easily create and use workflows for your documents – without any IT configuration.

Conclusion

With PROXESS ToDo, you can digitise your task management easily, quickly and cost-effectively – without complex workflow systems. Ideal for companies that want to get started quickly, work simply and grow sustainably.

Curious?

Are you interested in our solution? Our experts are happy to assist you.

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Frequently asked questions about PROXESS ToDo

PROXESS ToDo is aimed at small and medium-sized enterprises that want to map simple digital processes without complex workflow systems – e.g. for invoice verification or document approval.

PROXESS ToDo is fully integrated into the PROXESS Web Client. No additional installation or configuration by IT is necessary. The ToDo functions are activated after you purchase your licence.

Yes. You can create as many to-dos as you like for a document – either sequentially (one after the other) or in parallel (simultaneously).

PROXESS ToDo automatically reminds users of pending tasks via email. Emails are sent from the server via SMTP and can be configured individually.

The PROXESS Workflow solution is designed for complex, rule-based processes with many branches. PROXESS ToDo, on the other hand, offers a lean, cost-effective solution for simple, linear task processes.

Yes. The template function allows you to start recurring workflows quickly and reliably – e.g. for regular invoice approval.

Managers can redirect overdue tasks to other employees in the event of illness or holidays – this ensures that the process does not come to a standstill.

A ToDo can be started directly from an archived document – either manually or automatically using a template.

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Datensouveränität durch zertifizierte Software

Unsere Lösung PROXESS DMS ist vom Bundesverband IT-Mittelstand e.V. (BITMi) mit den Gütesiegeln „Software Made in Germany“ und „Software Hosted in Germany“ ausgezeichnet.