Submit A Ticket
Updated on September 9, 2022

Docy

Workflows

Estimated reading: 4 minutes 1325 views

Workflow is a series of actions performed when a specific event occurs. For example, when the lead has shown interest in your product, you will need to take some action such as sending them more info about your business or sending them a text message, etc. With the help of automation, you’re creating the actions to be performed by the system when a specific event occurs. It helps you streamline your business process, saves you a ton of time, and helps you manage your business more efficiently.

To learn more about workflows and how to build them, check out the “Workflow Training” section under the “Advanced Training” help center menu! Click here to check out the Workflow Training

Created Workflow List

This is the homepage of your Workflow section. The homepage of all your Workflow offers you a comprehensive view of everything related to Workflow. This is the default view of the Workflows under the Automation section. Under this, you will be able to find existing workflows created by you and your team, create and edit crazy amounts of things for each workflow and also create new workflows.

1. Workflow Name
This shows you the names of all your workflows, so you can identify them easily.
 
2. Total Enrolled
This shows the total number of people who are enrolled in a particular workflow.
 
3. Active Enrolled
This shows the total number of people who are currently actively enrolled in a particular workflow.
 
4. Last Updated 
This shows you the date when the workflow was last updated.
 
5. Workflow Created On This shows you the date when the workflow was first created.
 

Workflow Action
 
1. Edit Workflow This is where you can edit your workflows. More details on editing workflows can be found here.
 
2. Delete Workflow This button allows you to delete the workflow.
 
3. Clone/Copy Workflow This button allows you to clone the workflow.

Workflow List - Draft

Here you will be able to filter drafted workflows for easy navigation.
 

Workflow List - Published

Here you will be able to filter published workflows for easy navigation.

Articles

Leave a Comment