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How to Create a Workflow

You can choose how a Team Workflow can be created:

Anyone with access to a project or team can add a workflow to it. Follow the below steps:

  • Navigate to a team and click edit to open the team settings page as shown below in the image:

  • Click on the edit team, will give you access to the Team settings, workflow and members page
  • Go to the workflow page that gives you access to the workflows panel, as shown below in the image:

  • Click the “Add new Workflow” button that will redirect you to the page where you can set up the workflow settings.

Note: once you have made all the modifications to a new workflow, simply click the save button to add the workflows to the team/project, as highlighted below in the image:

After creating a new workflow, any adjustments made to the saved workflow on the settings page will be automatically saved.

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