Start a Workflow from Workflow Module

Start a Workflow

This guide offers a simple process to initiate a workflow in the Workflow Module, enabling efficient management of invoice approvals. Navigate the platform easily and ensure proper workflow setup. This resource is essential for streamlining workflow management and boosting productivity.

Step By Step Guide

1. Click on "Workflows" on the Plexa Dashboard

2. Click the "Start a Workflow" Icon to start Workflow

3. Click on the "workflow template" you wish to use

4. Enter the Workflow details

• Click the "Title field"

• Click the "Description" field

• Click "Browse" to attach a document

• Click the "Edit" item

1. Click "Save"

Video Tutorial

For a Visual Guide please watch the video below