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Add a custom workflow

Add a custom workflow

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

Instead of adding a custom workflow from scratch, you can also duplicate an existing one and then edit the new one. See Duplicate a built-in or 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.

 

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