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Workflow Configuration

Workflows define how jobs progress through your business processes. Administrators can create and configure workflows to match your operational needs.

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Accessing Workflow Settings

Navigate to Settings and select Configuration (Super User access required), or use the dedicated Workflows admin page.

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Workflow Components

Screenshot: The Workflow configuration page showing the workflow list grid with Name, Last Modified, and Actions columns, and a workflow expanded to show its stages with task rows and action buttons.
Each workflow is made up of: Stages Sequential steps that a job moves through. Stages can be:
  • External - Visible and actionable by users
  • Internal - Milestone gates shown in amber (for internal checkpoints)
  • Option - Conditional stages that may or may not apply
Tasks within Stages Each stage contains tasks that need to be completed. Tasks show:
  • Completion checkmark (for finished tasks)
  • Active/inactive indicator
  • Task name and assignee
  • Completion date
  • Action buttons (if applicable)
Task Actions Tasks can trigger automated actions when completed:
  • Email - Send an email using a template, with optional CC recipients
  • SMS - Send a text message using a message template
  • Webhook - Call an external URL with configurable HTTP method, headers, and payload
  • Notification - Send an in-app notification to specified users with priority levels

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Managing Workflows

Creating a Workflow:
  1. Click New Workflow
  2. Enter the workflow name
  3. Define stages and their order
  4. Add tasks to each stage
  5. Configure actions for each task
  6. Save and activate
Editing a Workflow: Click a workflow in the list, then click Edit to modify stages, tasks, and actions. Deactivating a Workflow: Workflows can be deactivated to prevent new jobs from using them, while existing jobs continue on the current workflow.