How to Setup a Workflow?
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,
- Create the workflow from a template
- 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.