Overview
Workflows are a fantastic way to automate certain business processes. Admin users with access to Organization Settings can create a Workflow rule. Based on certain criteria that you set, users can do a number of things, like send an email, create a task, add a user to a project or update a status.
Creating a Workflow
- Select your profile in the bottom left-hand corner
- Select Organizational Settings
- Click Workflow Service
- Select Manage Workflow
Provide the name in the field provided and select the workflow activity. Select the status of the workflow from the drop down.
Note: You can inactivate a Workflow at any time if you determine you don't currently need that workflow.
Workflow Entity are based on Company or Project triggers. The image below shows the dropdown list when you select a Project based Workflow Entity.
Additional Project Filters can be expanded to help define the workflow based on the criteria you select.
Note: Custom Fields will be added to these options as additional filters if the Custom Fields are added by the user.
Select the Workflow Action by clicking the box and click Create.
A Quick Video for Reference
Workflow Example
If you would like specific users to be notified when your team is approaching the Active Project Limit, an Admin user can create a Workflow to notify these users. In the example below, the Workflow is set up to notify users when the Active Project Limit hits 13. This way they can manage the current Active Projects before hitting the project limit.