Imagine your team is working on a project, and you want to automate the process for specific tasks. Workflows are designed for this purpose. They automate task management by defining a set path for task execution. With workflows, tasks can be created and routed automatically from the Collab Central page, following specific rules and instructions set during the workflow setup.
Each team will be assigned a Workflow by default, which you can modify according to your preference. Workflows have privacy settings categorized as Shared (available to all users of the company), Closed (limited to the workspace members), or Restricted (private to the team/project). Users have the option to modify the workflow visibility at the team level.
Workflows generates a unique and editable email address, allowing you to receive tasks via emails. You can identify your workflow’s start and end points; for example, a team managing customer feedback might start their workflow when they receive feedback via email from a customer-facing team and end it after addressing the feedback and responding to the original submitters.