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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:

  • Go to the team via the Teams Common page, or hover over the team icon and select Team’s Grid.
  • Open Team Settings:
    • From the team card on the Teams Common page, or

    • From the settings icon on the right side of the Team’s Grid.

  • Team settings page, will give you access to its workflow and members page
  • Click the “Add new Workflow” button located on the top towards the right hand side 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 at the bottom right hand side to add the workflows to the team/project.

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

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