FAQs

When we say “real-time”, we mean it! All changes can be made on-the-fly and published instantly for the end user. The platform is highly flexible, adaptable, and designed to align with enterprise change management best practices.

Yes, HighGear workflow is a transactional engine that can be configured to assign and route work at scale across an entire organization. All actions and decisions, from the very simple to the highly complex, can be executed easily, with end-to-end built-in traceability.

Yes, and as a best practice we highly recommend all customers leverage the Development, Staging, and Production environments that we offer. The purpose of each environment is to allow you to version and promote your processes from creation, through to testing and evaluation, to ultimately launching the workflow into full production when you’re ready to go live! All of which can be accomplished by using our Configuration Synchronization feature built into the platform.

HighGear offers a comprehensive Help section, accessible from within the platform. Our customers also receive training through our online learning management system, HighGear University. Administrators of the platform are offered a 3-day in-person training, which is conducted monthly. We also offer world-class Customer Success and Support services.

Yes, HighGear allows you to create recurring tasks by using our Recurring Tasks Template feature. The templates can be designed to suit your business requirements within our Form Design studio. Schedules can be determined by Run Date or Due Date, down to the days, hours, and minutes, on business or calendar days, includes time zones, and according to a daily, weekly, monthly, or yearly pattern. 

Yes, Dashboards can be configured to manage and track all assigned projects or tasks in HighGear. Specific filters can be set to capture and display any and all data that you would like to see, and for that all to be presented to you in real-time.

Yes, HighGear offers multiple ways in which users can be notified. Automations can be enabled within system settings, user preferences, within a project or task, via our chat feature, and by workflow. You can receive notifications in-app, by email, and even by text. Dashboards can also be configured to display time-based metrics to help you manage deadlines. 

Yes, and this is recorded in multiple places. HighGear forms can capture and display approvals. Workflow can trigger and record the automation of approvals. Dashboards can report on approvals. HighGear also offers a non-repudiated built-in audit trail that records all activity within the platform. 

Yes, HighGear offers built-in Attached Files fields. You can also create your own in our Form Design studio. Multiple files can be attached to a record. Simply drag and drop or upload a file from another file location. File size is determined by you. The full history of file uploads, edits, and versioning is captured as well. Permissions can also be configured to grant read-only, read/write, or set to no access to allow you to manage attachments.

Yes. HighGear also offers a built-in Inbound Email Rule feature that allows you to automate the intake of an email, and have that email create a task upon receipt. The Record Email Conversation option can be enabled within each rule to continue corresponding directly in HighGear while capturing the full email thread.

Yes. All critical milestones and deadlines can easily be configured and automated by HighGear workflow, and trigger all required alerts based upon when you want someone to be notified. You define the time-based escalation to notify the user before or after should you wish to be proactive or reactive to the task at hand. 

Yes. HighGear workflow is fully capable of calculating and automating SLAs, allowing you to manage, measure, report, and improve upon them throughout the lifecycle of your business process.  

Yes. HighGear’s Resource Utilization feature allows you to track tasks and who they are assigned to, by the hour, day, week, or month. This can be managed at individual, team, department, or organization levels. Multiple dashboards can be configured to allow you to view more than one stream of work at a time. This feature is driven by HighGear Work Schedules defined within a HighGear contact record. The assigned tasks will have a designated Start and End Date that captures and records the time your resources are utilized.

Yes, and HighGear already offers a built-in Contact Type, called Asset for you to do just that! Create your own Asset types, templates, and manage them according to your business needs. Workflow automations can also be configured to update and retrieve information about an Asset while the assigned projects and tasks manage the work associated with each Asset. 

Yes, HighGear offers portals as part of our HiSAFE suite of features. Portals can be quickly and easily configured, and securely deployed for external use to create or engage in work associated with projects or tasks that are managed by the platform.  

HighGear mobile is ideal for those that need fast and secure access to their dashboards, projects, and tasks, allowing them to manage work while on the go with a lightweight easy-to-use look and feel.

The vast majority of our customers configure HighGear themselves given it’s a no-code platform that requires minimal training to master. However, we do offer Professional Services that, on average, can get a customer up and running in less than 30-days. 

Yes, HighGear offers a highly secure role-based permissions model that can be configured to meet your security requirements, only allowing access or visibility to records to those that have been granted permission. 

Yes, HighGear offers .csv import functionality to address this need. Professional Services can also be leveraged for the more complex custom migrations of data.  

Yes.

Yes. From within HighGear you can export your Projects, Tasks, Contacts, etc. to CSV files at any time.