Workflows
10 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.