4.0 Adding a Workflow
Adding a Workflow
Users must be granted the Workflow manager permission by an administrator to modify Workflows
👥 User Journey
User Journey – Adding a Workflow
📋 Setup
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
📘 Steps
1️⃣ Click the Add new workflow button
2️⃣ Enter a name for the Workflow
3️⃣ Click Save
:note: Notes
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
Warnings
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