4.0 Adding a Workflow

Users must be granted the Workflow manager permission by an administrator to modify Workflows

Click Settings in the side menu

Select Workflows from the Settings sub-menu

In the header bar, click the expander arrow if the filter options are hidden

1️⃣ Click the Add new workflow button

2️⃣ Enter a name for the Workflow

3️⃣ Click Save

A Workflow must be added before Tasks can be completed

Adding a new Workflow will add a new approval process for all Tasks in Task Review

Workflows that have been added without any Workflow Stages are visible in Task Reviews but require no approvals – they are automatically approved

This feature is not Task-protected – changes, including deletions, are effective immediately and are not reversible

Adding a Workflow without Workflow Stages allows Tasks to be completed without approval

1. Glossary