> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pipeline.software/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflow Configuration

> Workflow Configuration - Pipeline knowledge base.

## Workflow Configuration

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

### Accessing Workflow Settings

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

### 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

### 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.