Anaplan Workflow allows businesses to automate their planning processes, notifying users, automatically, when their action is needed. 

Anaplan Workflow allows businesses to automate their planning processes, notifying users, automatically, when their action is needed, bringing them to exactly the right place at exactly the right time.  

Workflow is designed to easily layer onto existing implementations, helping to remove the manual intervention required to run successful planning processes. Automated task handover and notifications drive efficiency, delivering data and insights more quickly. Direct, streamlined user journeys for stakeholders enable effortless user adoption, further democratizing the planning process. 

See Anaplan Worfklow in action!

Features currently available 

Tasks and Templates for the foundation of Anaplan Workflow​ 

  • Ad-hoc tasks can be issued to individuals or groups of users and can be tracked by both assignees and assigners to easily monitor progress.​​ 
  • Task approvals are a secondary step to Tasks. Approvals will automatically notify a second set of task participants to review data.​​ 
  • The task inbox allows users to track, monitor and launch their tasks from a centralised inbox, making it easy to engage with business users.​​ 
  • Workflow templates make the running of repeatable and recurring planning cycles quick and simple, with the workflow engine handling the completion tracking, notifications, and hand-offs automatically with little-to-no manual intervention.​ 

​ Integration with Models allows users to build on top of existing plans​ 

  • Module-driven task assignment allows builders to specify who should receive tasks as part of connected module, supporting easy mapping of users against hierarchies or other dimensions.​​ 
  • Automatic model data write updates Boolean line-item values at key points in the business process, tracking progress, driving formulas, and triggering DCA.​​ 
  • Automatic triggering of model processes can be included within your processes, moving data around your model with no user interaction.​ 

 Collaboration, mobile, and clear notifications drive diverse user engagement.​ 

  • Automatic notifications when tasks are ready to be worked on or approved – in app, email and Slack.​​ 
  • Integrated mobile notifications with optimised user journeys help to engage users on the go and away from their keyboards.​​ 
  • Task-based commenting facilitates rich, task-centric conversations between key task stakeholders.​ 

​ Progress reporting, audit logging, and rich admin features make supporting processes easy.​ 

  • Visual progress reports help administrators monitor processes, track completions and identify bottlenecks.​​ 
  • Admin-only features help to take decisive action when planning is stalled – reassign tasks, force-complete tasks, override approvals, and reopen work.​​ 
  • All task steps are logged in a secure database with user IDs and timestamps, presented back in an easy-to-read timeline view.​​ 
  • Timestamped audit data is tracked and logged allowing the build of exportable audit and compliance data for tasks and workflows*​​ 

​ * Development of audit data export not yet planned 

 Please speak to your Account team about how you can implement Anaplan Workflow

 Further training is available on the Learning Center.