5.8.1 Create a Workflow

You can create a workflow in 2 ways.

Create Workflow from Template

Process:

  • Select any project and click it
  • Click the Project Workflow button.
  • Click the “ +Add New Workflow” button. Here you will find several workflow templates.
  • Select your templates and click “Use this Workflow.”
  • Give the Workflow a name.
  • Create your workflow and Save it.

Create Custom Workflow

Process:

  • Select any project and click it
  • Click the Project Workflow button.
  • Click the “ +Add New Workflow” button. Here you will find the “+ Create Custom Workflow” button.
  • Click it. Give the template a name.
  • Create your Workflow and save it.