■Overview
This is a flow that adds a task to Wrike when an application is made in Jobcan Expense Management and Workflow.
■Recommended for
1. Those who are doing expense management with Jobcan Expense Management and Workflow
・Accounting personnel of small and medium-sized enterprises
・Managers who approve submitted expense reports
2. Those who use Wrike for task management
・Those who manage detailed project tasks and visualize progress
■Benefits of using this template
Utilizing Jobcan Expense Management and Workflow can streamline application processes, which is a benefit.
However, when checking the details of approved applications, you need to access each application, which can be time-consuming.
The flow [Add a task to Wrike when an application is made in Jobcan Expense Management and Workflow] is optimal as it allows automatic addition of tasks to Wrike when an application is made.
The details of each application are listed in Wrike, enabling quick confirmation of application contents.
■Notes
・Please integrate Jobcan Expense Management and Workflow, Wrike, and Yoom.
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