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Lumiform as customer journey mapping tool in gastronomy

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Actions

Actions

Actions streamline your team’s ability to collectively identify, track, collaborate, and swiftly resolve tasks.
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Actions

Take action to address any issues in lightspeed

Ensure efficient troubleshooting management and resolve issues by creating actions and assigning clear owners and due dates.

Create actions

Create actions whenever problems arise

Create actions to address issues and assign them to the responsible team members.
In-form actionsCreate targeted actions linked to form entries for precise problem-solving.
On-the-fly actionsInitiate actions unrelated to forms, enhancing responsiveness and data collection.
Create actions whenever problems arise

Define action details

Clarity-driven task assignment

Efficiently tackle issues by assigning actions with a clear title, description, priority, timeline, and assignee, enhanced with visual proof.
Clarity-driven task assignment

Track status

Fast, reliable issue resolution with real-time tracking

Easily update action progress from 'pending' to 'done,' ensuring real-time visibility into the troubleshooting process.
Fast, reliable issue resolution with real-time tracking

Response triggers actions

Automate action workflows to close data gaps

Automated actions with optionally preset fields activate on specific responses, guaranteeing thorough data capture without missing information.
Automate action workflows to close data gaps

More features to further empower action management

Address issues quickly and collaboratively when checking standards, enhancing the effectiveness and responsiveness of your action management.

Form triggers action

Auto-initiate actions upon form submission, streamlining process flows.

Action logs

Instant, automatic logging for every action change ensures accountability.

Chat

Resolve issues collaboratively with integrated team chat.

Action attachments

Add clarity to actions with photo and document attachments.

Oversee actions

Track resolutions efficiently with a sortable action table, deadlines, and statuses.

Third-party actions

Expedite resolutions by assigning tasks to external users seamlessly.

Approval actions

Simplify approvals with actions linked to forms.

Go Deeper

Creating forms is just the start. See what else you can do with Lumiform.

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Workflow automation

Automate your frontline team’s workflows by standardizing predefined processes, saving time and reducing errors.
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Reports

Receive instant detailed audit reports upon form submission, highlighting outcomes, actions, and next steps.
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Mobile app

Complete forms and actions on any device, anywhere, using the user-friendly Lumiform Mobile App—online or offline.
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Analytics

Leverage gathered insights to evaluate your team performance, discover trends, and swiftly pinpoint efficiency opportunities.
Learn more Analytics

Frequently asked questions

Can I trigger stand-alone actions with Lumiform?

Yes, you can create stand-alone tasks in Lumiform to address various issues independently of form submissions.

Can I attach actions to forms in Lumiform?

Yes, you can link actions to specific form entries for precise problem-solving and follow-up.

Are all reported actions documented in the report?

Yes, all actions are automatically logged and documented in the report, ensuring accountability and traceability.

What details can I include when creating an action in Lumiform?

When creating an action, you can include a title, description, priority, timeline, assignee, and visual proof, such as photos.

Can I automate actions based on form responses in Lumiform?

Yes, you can set up triggers to automate actions based on specific form responses, ensuring timely and appropriate follow-up.

How does Lumiform support collaborative issue resolution?

Lumiform supports collaborative issue resolution with integrated team chat and real-time action tracking.

Can I assign actions to third-party users in Lumiform?

Yes, you can assign actions to third-party users, facilitating seamless collaboration and task delegation.

Are action logs maintained in Lumiform?

Yes, Lumiform maintains detailed action logs, providing a comprehensive audit trail for all actions.

How does Lumiform handle approvals?

Lumiform simplifies approvals by linking actions to forms and providing clear status updates and notifications.

How does Lumiform ensure timely task completion?

Lumiform ensures timely task completion with automated reminders, due dates, and real-time status tracking.

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