Create workflow templates

1. Click "Workflows"

2. Click the settings icon.

3. Click "CREATE WORKFLOW"

4. Complete the "Workflow Name*" field.

5. Complete the "Workflow Description*" field.

6. Select an outcome rule from the dropdown.

7. Select a rejection rule from the dropdown.

8. Select if users can edit the workflow template.

9. Select if users can edit the duration of each workflow step in the template

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

11. For step number 1, complete the description of the step

12. Complete the "Days Duration*" field.

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

14. Click "SAVE"

15. Repeat this step as required to build the required Workflow Template.