Create Workflow

Use Workflows to create a new workflow for repeatable teamspace tasks.

Creating the workflow from the table page gives you a new workflow shell that you can open and configure right away.

Before You Start

• You must have permission to edit the teamspace.
• Decide what event or schedule should start the workflow.

Steps

1. Open Workflows from the left-hand menu.
2. Click Create.
3. Open the new workflow from the list to configure its trigger and actions.

When Should I Use This?

• When you want to turn a recurring manual process into a reusable workflow.
• When your team needs a new workflow for a specific reporting or follow-up routine.

Tips

• Create the workflow first, then define the trigger and actions in the detail view.
• Use a clear workflow name once the workflow purpose is finalized.

Example

This video shows how to create a new workflow from the Workflows table page.

FAQ

Q: Does creating a workflow also configure it?

No. Creating the workflow adds the new workflow entry, and you finish the setup in the detail view.

Q: Can I rename the workflow later?

Yes. You can open the workflow and update its name after the workflow is configured.