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How To Create a Workflow: Quick Start

By default there are only Start and End steps in your workflow. You will need to customize a default scheme, i.e. create steps and transitions, set a default assignee for tasks created in each step, and set transition rules.

How to create a workflow:

1. Open a workflow application and click on Workflow. Clicking on Workflow will open a graphical workflow builder with a default predefined scheme.

A workflow diagram

2. In the Statuses list, select an existing status, or create a new status by clicking the New Status button. Statuses are required to create a workflow step. Statuses do not belong to a particular workflow — they may be used in different workflows, as opposed to steps which are unique to each workflow. We strongly recommend reusing existing statuses because you will be able to create different types of reports, lists and dashboards based on the data taken from different workflows.

Adding a workflow status

3. Create a new workflow step by dragging a status into the workflow area. A workflow step is unique for each workflow.

Adding a workflow step

4. Double click the step to specify its settings. See Configuring step properties.

  • Specify the step name.
  • Specify the step type. This may be a Start, Intermediate, or End step.
  • You may want to change a step status — select a status from the list of existing statuses.
  • For Start and Intermediate steps, you can choose whether to create a task for the person responsible for this step or not. Each time a workflow task is in one of these steps, a task will be created for the person responsible for this step. As soon as the task assignee finishes the task, the workflow task will be moved to the next step.

Workflow step settings

5. When finished, click Save & Close. Repeat the procedure for each step in your workflow.

6. Interconnect steps with Transitions. Click the Draw Transition button in the Ribbon. Left-click on the source element and hold the mouse button to create a connection starting point. Drag the mouse to the target element and release the mouse button to create a connection

7. Double-click on the transition to customize its settings. See Configuring transition properties. Click Save & Close when you are finished.

8. Fork your workflow if there are several independent tasks in it to be done simultaneously.

9. When done, click Save Workflow.