Creating a workflow
Owners and admins
Name the workflow, then each step and its person.
- 1☰ menu → Workflows → New workflow (or press g then w).
- 2Type a Workflow title, e.g. “Membership (team A)”. Staff see the title and step names; clients only see how many steps are done.
- 3For each step, type its Name, choose its Person, and optionally say What to do (up to 500 characters, included in their email).
- 4Use Add step (up to 10), the arrows to reorder, and the bin to remove a step.
- 5Press Create workflow.
Important: Once created, the number and order of steps are fixed, so every upload keeps its place. You can still change names, people and messages. For a different set of steps, create a new workflow.