Navigate to the ‘Create Workflow’ Button
The Create Workflow button is your starting point. You can access it from the following pages:
All Workflows Page (primary location)
Project Type Page
Department Page
Clicking this button will take you to the Create Workflow page.
Fill Out Workflow Details
On the Create Workflow page, you can:Name the Workflow: Enter a descriptive name that clearly identifies its purpose.
Add a Description: Provide details about the workflow to help your team understand its context.
Tag Project Types: Assign one or more project types to categorize the workflow.
Tag Departments: Link the workflow to one or more departments for better organization.
Tip: You can customize the options for Project Types and Departments from the Settings Page.
Add Tasks to the Workflow
You have two ways to add tasks to a workflow:
Create New TaskClick the Create New Task button to open the task creation modal. Here, you can define new tasks and their details.
Note: For more details on creating tasks, refer to our Create New Task Guide.
Add Existing TasksClick the Add Existing Tasks button to reuse tasks that are already part of other workflows. This is ideal if you want to:
Save time by reusing tasks instead of creating them from scratch.
Maintain consistency, as any updates made to the task’s details (e.g., SOPs) will reflect across all linked workflows.
Save the Workflow
Once you’ve added enough tasks and finalized the details, click Save Workflow.
Where to Find Your Workflow
After saving, your workflow will be accessible from:
The All Workflows Page
The corresponding Project Type(s) section where the workflow was tagged
The assigned Department(s) section where the workflow was tagged
Creating workflows helps you document your systems and processes. Follow the steps below to create a workflow and get started:
Updated over a week ago