Workflows

Plan and launch a series of tasks to coordinate work across the company

With workflows, getting work done and keeping proper records is a cinch.

Gallery

Gallery is where all your workflow plans live. You can launch a workflow from a workflow plan by hitting Start.

You can edit a workflow plan by mousing over the workflow plan to reveal the Edit button, which will appear to the left of the Start button.

If none of the built-in workflow plans suit your needs, you can create a new workflow plan by hitting "Create new template" at the top-right.

All Workflows

A list of active workflows. Note the counter over the filter button indicating one filter is active.

All Workflows shows existing workflows.

The two default views are Active (where the workflows status is "In progress") and Completed (where the workflow status is "Completed"). You can create a new view by changing the filtering on an existing view. You can then save the new view using the Save button that appears near the top.

You can also start a new workflow using the button at the top-right.

My Tasks

My Tasks shows a list of workflows where you have at least one open task. Clicking on the workflow takes you to the workflow view, which shows all tasks in the workflow.