Creating a Workflow

Creating a Workflow

Before you can start a workflow, you must first add a workflow template.
Info
To learn more about workflows, click here for an overview

Add a Workflow

  1. Navigate to the Workflows page under Productivity > Automations
  2. On the left hand side bar select Workflows
  3. Click on + Workflow
  4. Select the module that the workflow relates to
  5. The status must be set to Active before the workflow can be used, if you want the workflow to be hidden whilst you work on it, leave this unticked.
  6. Give the Workflow a name

Adding Actions

The Actions tab of a workflow is broken up into 2 main sections:
  1. Instant Actions: These action will take place the instant the workflow is started
  2. Scheduled Actions: These actions will take place at a specific time (EG: 5 days after the workflow is started)
To add and action:
  1. Click the Actions tab
  2. Click the + icon
  3. Select the Action type
  4. Complete the required fields for that action
  5. Click Save
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Setting the assignee/recipient for actions to the "Workflow Starter" provides an easy way to dynamically assign things to the person that starts the workflow