Automation
Automate manual processes and create triggers which run based on defined business rules.
31 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 enable a workflow?Describes how to enable a workflow and all processes within it.
How do I delete a workflow?Describes how to delete an existing workflow.
How do I manage workflow admins?Describes how to add, edit, and delete admins on a workflow.
How do I add processes to a workflow?Describes the steps to add a process to an existing workflow.
How do I set a trigger for a process?Describes the kind of triggers that can be added to a process and how each one works.
How do I edit a process?Describes how to edit an existing process within a workflow.
How do I delete a process?Describes how to delete a process within a workflow.
How do I manage tasks in a process?Describes the steps needed to add tasks to a process.
How do I manage process managers?Describes how to add, edit and delete managers on a process.
How do I add a person to a process?Describes the steps to manually add a person to a process.
How do I remove a person from a process?Describes how to remove a person from a process they are in.
How do I view progress across all workflow processes?Describes how to view a listing of all people who are currently in a process and their status.
How can I copy a workflow process task?Describes how to duplicate a workflow process task.
Send EmailDescribes what a Send Email task does
Send SMSDescribes how the Send SMS process tasks works.
WaitDescribes how the Wait task is configured and how it works.
AssignmentDescribes what the Assignment task is and how to configure it.
How do assignment tasks work?Describes how assignments given through a workflow process task work and how an assignee can complete one.
How can I bulk-update assignments from an automated workflow?How to bulk update statuses of assignments within a automation workflow.
Add To GroupDescribes how to set up the Add To Group task.
Drop From GroupDescribes how the Drop From Group task is configured.
Add To ProcessDescribes how the Add To Process task is configured.
Skip To DoneDescries how the Skip To Done task is configured.
Update Person FieldsDescribes the Update Person Fields task and how it is configured.
BranchDescribes the Branch task and how it is configured.