How do I create a new Workflow?
To create a new workflow, go to Admin > Modules. Select the Module, and click on Edit Workspaces.
Next, click on “Task Automations” next to the relevant workspace.
Inside the workflow admin, click on the red plus on the top right.
Name your new workflow, and you’ll get a screen where you can create your statuses and tasks.
Next, click on “New Status”.
And in this screen, you can create as many statuses and corresponding tasks as you need.
When you’re done, click on Save.
Here’s an example of a workflow:
When you create a project, you’ll be asked to select the workflow that you want to use:
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.