How to Start a Workflow
Let's start a Workflow! *This guide will demonstrate how to start a workflow from an admin perspective, employees also have the option to start specific workflows from their end. This is dependent on step 1 of the workflow steps.
1. Click here
2. Click here
3. Click here to add a new workflow.
4. Click here
5. Click here to initiate the workflow.
6. Here you can enter the workflow details on this page.
7. Now, you can continue filling out the fields and ensure that it is ready to be sent out.
8. Once the workflow is ready to be submitted you can click submit to start the workflow process.
*DO NOT hit submit unless you actually want this workflow to be sent out.
9. Click Yes
