Workflows
What it does
Workflows guide a multi-step process from start to finish — moving work through defined stages and creating tasks for the right people along the way. They keep everyone aligned on what happens next.
Where to find it
Choose Workflows from the navigation (/workflows). Your assigned tasks are under
Tasks (/workflows/tasks).
📸 Screenshot: the Workflows list (
workflows-list).
Common tasks
Work your tasks
Open Tasks to see what's assigned to you. Open a task, do the work, and mark it complete — the workflow then advances to its next step automatically.
Design a workflow (administrators)
- Open the Workflow builder (
/workflows/builder). - Define the stages and the transitions between them, and set who is responsible at each step.
- Save to publish it. New items then follow these steps.
Tips & limitations
- A workflow controls the order work happens in — you generally can't skip a step unless the design allows it.
- If you can't advance an item, you may not have permission for that step, or a required earlier step isn't finished yet.