Workflow steps

Workflow steps include changing step permissions (privileges of moving from one workflow step to the next step), actions (creating Tasks, sending Slack or email notifications), and rules (the privileges of publishing or editing). 

NOTE: A Workflow step does not require a Tasks app or Slack app to be installed in order for certain steps to function properly. For example, a step can consist of only setting the rules (permissions) of that workflow step. 

To add a Workflow step: 

Attention: By default, only admins can adjust the step settings and move from one step to another without restrictions. 

1. Open the Workflows app.

2. In the Workflows dashboard, click Manage Workflows at the top right corner.

3. In the workflow overview list, select the workflow you wish to make modifications to by clicking on the workflow name.

4. Click Add Step. 

NOTE: There can be up to five tasks per step. 

5. Add a name, description, and an indicating color to the Workflow step. 

6. To add who can change the step, click Define who can change the step.

7. To add/remove automations for the step, click Rules and Actions. 

To remove a Workflow step: 

1. Open Workflows app.

2. In the Workflows dashboard, click Manage Workflows at the top right corner.

3. In the workflow overview list, select the Workflow you want to modify. 

4. On the Workflow page, select the step you want to remove, click Remove step at the bottom left corner. 

Workflows: Sequential vs. Flexible

Enabling the sequential workflows option will enforce sequential completion of that workflow. Without selecting this option, users with appropriate permissions will be able to change between steps without restrictions.

To initiate this function, select “Users can move only one step at a time” in the Options section which can be found in the workflows details sidebar of the step editor page.