How to create a new workflow?


Permissions The following have access:

  • Owner
  • Account Administrator with permission: "Access to account settings".

To create a new workflow:

  1. Go to Administration → Workflows.
  2. Click "Add workflow" at the bottom of the page.



  1. Enter the workflow name and click "Create".



  1. The new workflow will be created with a standard set of statuses; you can delete or edit them as needed.