Creating & Managing Workflows for Full Access Admins
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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.

Screen Shot 2022-03-21 at 5.51.48 PM

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,

  • 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! 🦖

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