Automation
Automate manual processes and create triggers which run based on defined business rules.
20 articles
How do I add a workflow?Describes how to add a workflow
How do I edit a workflow?Describes how to edit a workflow including enabling and disabling.
How do I delete a workflow?Describes how to delete an existing workflow
How do I manage Workflow Managers?Describes how to add, edit, and delete workflow managers.
How can I copy a workflow task?Describes how to duplicate a workflow task.
How do I add a person to a workflow?Describes the steps to manually add a person to a workflow
How do I remove a person from a workflow?Describes the various ways to remove a person from any workflow they are in.
Trigger TaskThe various options that can trigger a workflow to begin
Action TaskDescribes the Action Task and how it is configured.
Assignment TaskDescribes what the Assignment task is and how to configure it.
Conditional (Branch)Describes the Conditional task and how it is configured.
Delay TaskDescribes how the Delay task is configured and how it works.
Notification TaskDescribes how to configure the Notification Task for email, text, and webhooks.
End WorkflowDescribes how the End Workflow task is configured.
How do workflow assignments function?Describes how assignments given through a workflow are completed by the person assigned.
How can I bulk-update assignments from an automated workflow?How to bulk update statuses of assignments within an automation workflow.