How to Setup a Workflow?

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Access Workflow creation by clicking on the following menu item,

We recommend you to read the concepts section before reading further in to the Admin Guide.

Creating a Workflow in WorkHub24 is easy and straightforward. System will take you through a wizard. All you need to do is follow the instructions.

There are 2 ways to create a Workflow,

  1. Create the workflow from a template
  2. Create the workflow from scratch

 

Creating a Workflow from a template is easy. You can go to the list of available workflow templates, select a template and then install it. Once the installation of the workflow is done, you can continue to edit it.

In this article we will talk about Setting up a Workflow from the scratch.

This involves few steps and you will be guided through them. Since it’s a wizard, you will easily be able to create your workflow.

The very first step is selecting the type of workflow to create. Click on a link or click the next button below to proceed to the next section.

Next Select Workflow Type
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