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.