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A workflow runs several checklists one after another, with different people at each stage. For example: Repair, then Approval, then Closure. You find workflows under Workflows in the left sidebar.

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Create a workflow

1

Start a new workflow

Click Workflows in the sidebar, then + Create Workflow Template.
2

Name it

Enter a Workflow Name (required) and a Description.
3

Set up the first stage

  • Stage Name (required): such as “Repair”.
  • Checklist (required): the checklist to complete at this stage. See Checklists.
  • Assign Users and Assign Teams: assign at least one user or one team.
  • Due In: how long this stage has, in Days, Hours and Minutes.
4

Add more stages

Click + Add Stage for each next step. Drag stages by the handle to reorder them, or click the bin icon to remove one.
5

Create

Click Create Template.

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Use a workflow

Pick the workflow in the Workflow field when you create a work order.

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Manage workflows

The Workflow Templates page lists each workflow with its Number of Stages and when it was last updated. Use the … menu on a row to manage it, and Export to download the list.

Checklists

Automations