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Workflow - Workflows

Workflows

Image 1
To Add New Workflow

Step 1: First, click the Workflow tab. Next, scroll to the bottom-left of the page and click [+ Add New], as seen in Image 1, on the left.

Step 2: The following popup will appear, as shown below. Fill up the relevant information.

Step 3: To save the current workflow and create more, click [+ Create & Add More]. Else, to just save the current workflow and exit, click [+ Create & Close].


Image 2
To CopyEnable aWorkflow HolidayReminder

Step 1: ScrollFirst, click the Workflow tab. Next, scroll to the bottom-left of the page and click [Copy[+ To]Add New], as seen in Image 1, on the left.

Step 2: The following popup will appear, as shown below. Fill up the relevant information.

Step 3:Click [Save] toTo save the changescurrent made.workflow Else,and create more, click [Cancel][+ Create & Add More]. Else, to just save the current workflow and exit, click [+ Create & Close].