Workflows

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14 articles in this collection
Written by Yoon, Australia K., and Alexa and 2 others

All About Workflows - Triggering Your Workflow

A Workflow can be triggered automatically or manually, depending on your business needs.
Written by Yoon
Updated over a week ago

What is the difference between a Workflow and a Lifecycle?

Written by Australia K.
Updated over a week ago

What Are Workflow Phases?

Written by Alexa
Updated over a week ago

Workflows: To-Dos, Action Items, Pauses

What’s the difference between a "To Do" item, and "Action" item, and a "Pause" item in the workflow?
Written by Alexa
Updated over a week ago

Workflows: Action Items

Detailed breakdown for how to send an action item
Written by Alexa
Updated over a week ago

How to use a To-Do item in my workflow?

Written by Travis
Updated over a week ago

How to use a "Pause" item in my workflow?

Written by Travis
Updated over a week ago

Why is the "Review" Button Not Working in my Workflow?

Written by Alexa
Updated over a week ago

Workflow Notifications: Archived Projects

What happens to workflow notifications if I archive my project?
Written by Alexa
Updated over a week ago

What time are automated emails sent from within my workflows?

Written by Alexa
Updated over a week ago

Changing Workflow Templates

If I change a workflow template, does it change the instances of it that are already active?
Written by Alexa
Updated over a week ago

Workflow Step: "After all previous items are complete"

What does the "After all previous items are complete" checkbox in Workflows mean?
Written by Alexa
Updated over a week ago

Can I mark items as complete in a workflow?

Mark upcoming items in a workflow as complete
Written by Alexa
Updated over a week ago

What is the workflow base date?

Written by Sierra Tuttle
Updated over a week ago