Manage Departments & Department Tab Workflows in Shape Software
What Does the Manage Departments Settings Page Do?
A department is a group of people that have the same daily tasks and areas of expertise and ability. An example of this would be your sales department vs your HR department. Because not all departments have the same daily activities, we give you the control to change the workflow tabs that you want your departments to see for a more customized experience. Need different tabs? Contact us at firstname.lastname@example.org and we will customize your system to better fit your needs.
The Manage Departments settings page allows you to create new departments in your system. The benefit of multiple departments is for organization, for the ability to assign multiple users in various departments to a single record, to create different views and tasks for your users, and remove and re-organize your tabs in the record details views.
Repeat the process for the other record types in your system if desired!