Read Me Before Creating a Workflow!

You've attended Workflows Training, read this for a refresher before creating your first workflow.

When creating a workflow from scratch, you should first plan out the steps of your workflow in a chart similar to the one below that we used in training. You should break down your workflow by Task Title, Task Details, Task Assignees, Due Dates/Start Dates, Settings, & Workflow Groups.

Once you've built out the outline for your workflow you can get started creating! Check out this article on How to Create a Workflow.

Some things to note,

• Workflow Templates are separated into three categories: Hiring Workflows, Anonymous Workflows, & Other Workflows.
  • Select whichever workflow category best fits your needs & create your template

• The "Start Task" is necessary to ensure your workflow activates correctly, do not remove the "Start Task".
• You can customize your Workflow Tasks by adding Workflow Fields, check them out here.
• Remember you can allow your employees to start Workflows for themselves, check out this article to learn how.  
• You can also set Workflows to run on a schedule, learn how to here.
• If you would like to report on your Workflow, check out this article.

Happy Hiring! 🦖

For any other questions, reach out to help@goco.io 💚