How do I set-up a workflow?

  • Navigate to the top-right side and click NAME  followed by Admin.
  • In the left-side menu, click Workflows under the category general.
  • Create a new workflow or press the Edit icon next to an existing flow. 
  • Give the workflow a name and description
  • In the right-side menu:
    • select in advance or afterwards in the Time dropdown.
    • select an approver from the dropdown
  • After finishing press Save