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What is the Workflows tab?

Workflows dashboard overview

The Workflows dashboard shows an overview of all workflows you have created. Each workflow includes key details that help you understand how it functions.

You can view:

  • Name of the workflow, such as Creative Workflow or Approval Templates

  • Time setting, which shows if the workflow is triggered in advance or afterwards

  • Products that are linked to the workflow

  • Type of workflow, such as Creative or Approval

  • Status of the workflow, such as Active

Note: You can sort columns to quickly find workflows based on type or status.

 

Workflow settings

The Settings sub tab within the Workflows area helps you manage global approvers for your workflows.

Global approvers

You can assign users or groups who will handle approvals for all creative and approval workflows. This ensures that every request follows a consistent review process.

Search

Use the search bar to quickly locate users or groups to assign as approvers.

⚠️ Important: Global approvers override workflow level approvers. Review these settings carefully to avoid unintended approval routing.

 

Creating a new workflow

  1. Navigate to the Workflows tab in your portal.

  2. Click "+ New workflow" in the top right.

  3. Enter a descriptive Name so your team can easily recognize the workflow purpose.

  4. Select the Type of workflow you want to create, such as Creative request or Approval.

  5. Choose the Time setting to determine when the workflow is triggered:

    • In advance, triggered before an action is completed

    • Afterwards, triggered after an action is completed

  6. Click "Create" to add your workflow to the portal.

Caution: Make sure the workflow type matches the content or process you want to automate. Once the workflow is active it may begin affecting orders or template actions.