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How do I create a new Workflow?

To create a new workflow, go to Admin > Modules. Select the Module, and click on Edit Workspaces.

create a new Workflow

Next, click on “Task Automations” next to the relevant workspace.

create a new Workflow

Inside the workflow admin, click on the red plus on the top right.

create a new Workflow

Name your new workflow, and you’ll get a screen where you can create your statuses and tasks.

Next, click on “New Status”.

create a new Workflow

And in this screen, you can create as many statuses and corresponding tasks as you need.

create a new Workflow

When you’re done, click on Save.

Here’s an example of a workflow:

create a new Workflow

When you create a project, you’ll be asked to select the workflow that you want to use:

create a new Workflow

The workflow you select will determine the statuses and tasks that are generated.

This will enable to customize how you work based on the team assigned to a project, and the nuances involved with each campaign, client, or team.

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