Category: Workflow Builder

Introducing the Workflow Builder
Introducing the Workflow Builder

Over past few months we’ve been working hard behind the scenes to create our latest feature, the Wor...

How do I view revisions of a Task Workflow?
How do I view revisions of a Task Workflow?

To view all previous versions of a task workflow click Admin on the left-hand menu and select Workfl...

What is each Action Type?
What is each Action Type?

When specifying the action of each status there are a number of options which can be selected. The f...

What are question types?
What are question types?

When creating a new question within the Workflow Builder there are number of different questions typ...

What are moving rules?
What are moving rules?

When you’re configuring a status, you can set moving rules which determine which status the task mov...

What are automated events?
What are automated events?

When creating a status within the Task Workflow Builder there are a number of Automated Events whic...

How do I create, edit or delete an email template?
How do I create, edit or delete an email template?

Creating a template When creating your own tasks using the workflow builder, one of the options a...

How do I edit a pre-existing Task Workflow?
How do I edit a pre-existing Task Workflow?

If you’d like to make any alterations to a pre-existing workflow, click on Admin on the left-hand me...

Getting started with the Workflow Builder
Getting started with the Workflow Builder

We’ve recently introduced the capability for you to create your own workflows using our latest feat...