Overview

Workflows are a fantastic way to automate certain business processes. Based on the certain criteria you set, users can do a number of things like send emails, create tasks, add users to projects or update its status.

You can also inactivate workflows at any time if you determine they are no longer needed.

Permissions

Only Admin users with access to Organization Settings can create workflow rules.

Creating workflows

1. Go to Organizational Settings > Company Features > Manage Workflow and click Create New.
   
2. Provide the name in the field provided, select the workflow activity, and select the status of the workflow from the drop-down list. Workflow Entity are based on Company or Project triggers.
   
3. Select the Workflow Entity(Company or Project).
4. Select the Workflow Activity from the dropdown.
5. Click Additional Project Filters to help define the workflow if necessary.
   Note: Custom Fields will be added to these options as additional filters if the Custom Fields are added by the user.
6. Select the Workflow Action by clicking the box and click Create.

Workflow Example

If you would like specific users to be notified when your team is approaching the Active Project Limit, an Admin user can create a Workflow to notify these users. In the example below, the Workflow is set up to notify users when the Active Project Limit hits 13. This way they can manage the current Active Projects before hitting the project limit.

Click the video below for a walkthrough.