Creating & Managing Workflows for Full Access Admins
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Can I set up notifications for Workflows

Automate Workflow notifications in the settings tab of your workflow template

  1. Log in to GoCo and navigate to your Workflows app from the company home page or from the navigation tabs on the left side of your screen.Screen Shot 2023-08-16 at 8.40.35 AM
  2. Here, on your "Templates" page, locate the workflow you would like to schedule. Click the ellipses button to the right & select "Edit Workflow Template"Screen Shot 2023-08-16 at 8.44.00 AM

  3. Click on the "Settings" tab at the top of the page. You will now see Basic Info, Schedule, Notifications, and Permissions. Expand the notifications card.Screenshot 2023-11-08 at 11.09.43 PM
    💡Note: You will automatically be taken to this settings tab if/when you are creating an entirely new Workflow.
  4. Here you can select the type of notifications to set for incomplete tasks or completed workflow tasks.Screenshot 2023-11-08 at 11.11.25 PM
  5.  Once you're made your customizations click Save to finish! 
     

Email help@goco.io  if you have any other questions! 🦖

 

Published 11.8.2023