A workflow contains a series of tasks that need to be completed. These tasks can be listed sequentially or split into multiple branches. For example, you could create a branch for each Blue Relay group that needs to complete the workflow, enabling the groups to work on their assigned tasks simultaneously.
Note You can also create different workflow paths based on the options chosen by the task assignees. For details, see Set up Workflow Tasks.
To work with workflows, first click your profile icon to access Settings. On the Settings page, click Customize, then click Workflows.
- Click + Add Workflow (or click + in the Workflows list).
- Enter the workflow name, description, and duration. The duration specifies how long it should take to complete the workflow. If the workflow is not completed within the specified duration, the outstanding tasks in the workflow are considered overdue.
- Click Create. The workflow is added to the Workflows list.
You can now build your workflow. To get started, click Launch Workflow Editor, then click Start Creating. You’ll start with a basic workflow that contains a Start node, the first task in the workflow, and an End node.
