Guides

This guide will outline how to add different statuses when building a Workflow. These statuses help to outline each sub-process needed to complete the Task, as well as clearly show the progress of the Task.

This guide will show you how to access the Workflow Builder page. The workflow builder is a powerful, easy-to-use, drag and drop interface that allows you to create, update and modify workflows- without any need for code or coding knowledge! Build custom forms and actions, add automated events, add statuses, and decided when and how your workflow moves status with the moving rules.