Create workflow templates

Creating workflow templates is fundamental for optimising project management, allowing teams to customise processes tailored to their specific requirements.

This guide walks you through a simple, step-by-step approach to configuring workflow templates using Plexa, ensuring enhanced efficiency and collaboration. Whether you're new to workflow customization or seeking to refine existing processes, this guide offers clear instructions to help you get started.

Step By Step Guide

1. Click "Workflows" on the Plexa Dashboard

2. Click the "Manage Workflow Templates" icon

3. Create the Workflow

• Click "CREATE WORKFLOW"

• Complete the "Workflow Name*" field

• Complete the "Workflow Description*" field

• Select an "outcome rule" from the dropdown

• Select a "rejection rule" from the dropdown

• Select if users can "edit the workflow template"

• Select if users can "edit the duration" of each workflow step in the template

1. Click the "+" to set up the workflow steps

2. Complete the "description" of the step

3. Complete the "Days Duration*" field

4. Click "-- Select User --" to assign a user to the workflow step

5. Click "SAVE"

Video Tutorial

For a Visual Guide please watch the video below