Automation
Automate manual processes and create triggers which run based on defined business rules.
23 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.
- How do I view progress across all workflows?Describes how to view a listing of all people who are currently in a workflow and their status.
- 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.
- 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.
- Splitter TaskDescribes the Splitter Task and how it can be used in a workflow.
- Workflow TaskDescribes the Workflow Task and how it's configured for connecting someone in a workflow to a different workflow.
- End WorkflowDescribes how the End Workflow task is configured.