Add/Edit Workflows

Workflows have a standard set of tools that can be used to configure automation processes. These tools (in order of configuration) are: 

• Roles

• Landmarks

• Tasks

• Triggers

RIGHT-CLICK MENU

The workflow right-click menu includes the following options: 

• Managing Statuses

• Managing Notifications

• View Secondary People

• Add Landmark

• Add Task

• Reload

• Expand All

• Collapse All

• View Change Log

Updated on: 14/04/2026