➕ Creating a Workflow

When you click + Workflow, the creation process opens in a stepper format.

Step 1 – Project and Category

• Project → Select the project the workflow belongs to.
• Category → Choose from the dropdown list.
  • Each category is tied to a specific action that determines the next steps in the workflow creation.
  • These action links are configured in Standard → Workflow → Category and Statuses, and require specific permissions to access or edit.
  • For example:
    • A category linked to Approval will lead to an Info step, then a Files step, then Tasks.
    • A category linked to Follow-up on Comments will replace the Files step with a Comments step before moving to Tasks.
• Status and Status Description (optional) → Set the initial status for the workflow.

Step 2 – Info

• Always appears, regardless of the category.
• Used to provide workflow details and context.

Step 3 – Category-specific Step

• This step changes based on the action tied to your chosen category. Examples:
  • Files for approval workflows.
  • Comments for follow-up workflows.

Step 4 – Tasks

• Always appears last.
• Assign and manage tasks related to the workflow.

📌 Key Points to Remember

• The Category you choose defines the workflow path.
• Actions linked to categories are pre-configured under Standard → Workflow → Category and Statuses.
• You need specific permissions to edit category-action settings.
• You cannot change the stepper order; it is automatically set by the selected category.

❓ FAQ

Q: Can I add extra steps to the workflow creation?
No, the steps are fixed based on the category you select.

Q: Can I change the category after creating the workflow?
No, once the workflow is created, the category (and its action) cannot be changed.

Q: Can I skip a step in the creation process?
No, all steps in the stepper must be completed to save the workflow.

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