Build A Workflow System Around The Way Your Company Actually Works
From order received to task assignment, production, approval, delivery, and billing — turn your daily operations into a clear, trackable, and automated workflow.
Example Workflow — Customizable For Your Business
The Problem
Still Managing Operations Through WhatsApp, Excel, And Paper?
Most SMEs lose hours every day to job updates scattered across chat groups, paper forms, staff memory, and manual spreadsheets — and managers never know what is actually delayed.
No Clear Job Status
Nobody knows which orders are done, delayed, or stuck without asking in the chat group.
Too Much Manual Follow-Up
Managers spend half their day chasing updates via WhatsApp instead of managing the business.
Missed Deadlines
Jobs fall through the cracks when tasks are tracked in personal memory, sticky notes, or Excel.
Information Scattered
Documents, updates, and job details are spread across different chats, folders, and departments.
The Solution
One System To Track Every Job, Task, And Department
RocketBoard Workflow gives every team a shared view of pending work, responsible staff, due dates, documents, comments, and job progress — without any WhatsApp follow-up.
Custom Workflow Stages
Map your company's real process and track every job through each stage in one system.
Clear Task Assignment
Every task has a responsible person, a deadline, and a clear next action — no ambiguity.
Timeline Planning
See all jobs on a timeline so your team can plan capacity and catch bottlenecks early.
Department Visibility
Every department sees their tasks. Managers see everything. No confusion, no missed handover.
Customizable
Designed Around Your Business Process
RocketBoard does not force your company into a fixed process. You decide the stages, the names, the order, the approvals required, and the forms to fill in at each step.
Whether you run a production floor, a service team, a project company, or a distribution operation — the workflow is built around how your team actually works, not the other way around.
Your Workflow Stages
Common workflow patterns across industries
Features
Everything Your Team Needs To Get Work Done
12 features — all included, all connected.
Custom Workflow Builder
Design stages that match your company's real process — not a fixed template you have to bend around.
Personal Task Board
Every staff member sees only tasks assigned to them — clear priorities, no noise from other teams.
Team Task Board
Team leads and managers get a full view of their department's pending, active, and overdue work.
Timeline Planner
Plan start and end dates for every job. See work laid out across a schedule and spot capacity issues early.
Kanban View
Move tasks across stages on a visual drag-and-drop board — see the full pipeline at a glance.
Calendar View
View tasks, deadlines, and job schedules in a clean weekly or monthly calendar layout.
Custom Forms
Attach custom input forms to each workflow stage so staff record the right information at each step.
Approval Workflow
Require manager sign-off before a job moves to the next stage — configurable per process type.
QR Code Job Updates
Print QR codes for job cards or products. Staff scan to update task status directly from the floor.
Mobile & iPad App
Production staff, site workers, and drivers update tasks from their phone — no desktop needed.
File Attachments
Attach documents, photos, drawings, and approvals directly to any task or workflow stage.
Task Completion KPI
Track staff performance by tasks completed, on-time rate, and average job cycle time.
Why RocketBoard
Most Systems Help You Record Work.
RocketBoard Helps Your Team Move Work.
That is the difference.
| Area | Traditional ERP / Accounting | Generic Task Tools | RocketBoard |
|---|---|---|---|
| Main Purpose | Record transactions, invoices, stock and reports | Manage tasks manually | Connect operations from enquiry to delivery |
| Who Uses It | Mostly admin and accounts | Mostly managers or office teams | Sales, accounts, warehouse, delivery, management and frontline staff |
| Workflow | Module-based, not process-aware | Task-based but not connected to business data | Built around how your company actually works |
| Stock Checking | Depends on admin or warehouse updates | Not connected to inventory | Sales can check stock instantly before quoting |
| Quotation | Prepared by admin or accounts | Not built for quotations | Sales generates quotes from live stock and pricing |
| Order Process | Order is recorded, follow-up still manual | Tasks must be manually created | Order can trigger tasks automatically |
| Warehouse | May record stock movement | Not warehouse-focused | Warehouse gets picking, packing and job tasks |
| Delivery | Often handled separately | Needs manual coordination | Scheduled and tracked in the same workflow |
| Customer Updates | Depends on WhatsApp or calls | Not linked to full order history | Team sees order status and responds faster |
| Management Visibility | Reports are often after-the-fact | Shows task progress only | Live progress, overdue tasks and bottlenecks |
| AI | Generic or finance-focused | Task suggestions only | Operations, forecasting, alerts and simulation |
| Customisation | Often rigid or expensive to change | Flexible but disconnected from operations | Built around your actual workflow |
| Best For | Accounting and record keeping | Simple team task tracking | Running daily business operations |
The Bottom Line
Your Business Has A Process.
Now It Has A System.
Stop running operations through chat groups and spreadsheets. RocketBoard turns the way your team actually works into a live, trackable, connected system.
Industry Use Cases
Workflow For Different Types Of Businesses
This is an example. Your stages, names, and approvals can be fully customized.
This is an example. Your stages, names, and approvals can be fully customized.
This is an example. Your stages, names, and approvals can be fully customized.
Timeline & Visibility
Never Miss A Deadline Again
RocketBoard lets you plan job timelines, see department workload, and detect bottlenecks before they delay customers. Managers get a live view — no more surprises at the last minute.
- Plan start and end dates for every job
- See department workload at a glance
- Get flagged before deadlines are missed
- Track how long each stage actually takes
Mobile-First
No Computer At The Workstation? Use The Mobile Or iPad App.
Production staff, warehouse operators, site workers, installers, and drivers can all update tasks directly from a tablet or phone — no desktop required, no delays waiting to return to the office.
- Scan QR codes to open and update job cards
- Upload photos as proof of work or completion
- Mark tasks done and move jobs to the next stage
- Add comments, notes, or issues on the go
- Works on any Android or iOS phone or tablet
Connected
Connect Workflow With Your Whole Company
RocketBoard Workflow is the operating layer that connects every department. When a job moves in Workflow, the rest of the system moves with it.
Confirmed sales orders become workflow tasks automatically
Stock reservation and picking linked to job stages
Workflow
Invoices generated automatically after job completion
Completed jobs automatically move to delivery dispatch
Staff task performance feeds into HR KPI and payroll
Reports & KPI
Know What Is Done, Delayed, And Overloaded
No more asking around. RocketBoard Workflow gives managers a live dashboard with the numbers that matter.
Available Reports
Explore RocketBoard
See What Else Is In The Platform
All modules are connected — data flows between them so your team never has to re-enter information.
Ready to get started?
Ready To Turn Your Company Process Into A Real System?
Let RocketBoard design a workflow that fits the way your team actually works — not a generic template.