Add a custom workflow

If your role permits, follow these steps to add a custom workflow.

To add a custom workflow

1. In the upper-right corner, select your initials > Settings.
2. On the Workflows tab, select + New Workflow, enter a unique workflow name, and select Save.
3. Find the new workflow in the list and select Edit.

4. Select the stages to include. Several stages have been included by default.

   • To add a new stage, go to the bottom of the stages list and select Add new workflow stage. Enter its name and select Add stage.
   • To rename a stage (where allowed), select Rename. Enter the new name and select Confirm.
   • To delete a stage (where allowed), select Delete. To confirm, select Delete.

5. If needed, re-order the stages (where allowed).

   • To move a stage, grab it by the dots to the left of its name and then drag the stage to the desired position.

     

6. If you've added a new stage, select Save Workflow before adding stage items.

7. Add stage items.

   • To add an item to a stage, select the stage’s Add stage item button and select an item from the dropdown list. The available items depend on the stage. See Manage stage items in a workflow.