Workflows help leaders track progress and communication as people go through specific steps or milestones. Workflows can be used for linear processes, but some of the most common workflows involve steps for becoming a member, going through a growth track series, applying to serve in a ministry, or following up with first-time guests.
The Workflows page can be customized to show all workflows or just those most important to you.
Search for a specific workflow.
Filter workflows by campus or category.
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View workflows with cards assigned to you, recently viewed workflows, or a comprehensive list of all workflows visible to you.
Tip
Organization administrators also have an Unassigned workflows view, which shows all your viewable workflows without active managers.
Manage your workflow notification preferences and see or recover any recently deleted workflows.
To create a new workflow, select New workflow on the Workflows page. You can add steps, collaborators, and cards when making a workflow.
The minimum People permission level for workflow collaborators is Workflows Only. Depending on their level of access in the workflow, collaborators can make changes to the workflow, edit all cards, edit their assigned cards, and complete steps as the card moves through the workflow.
Tip
Collaborators can view their assigned workflow cards in the toolbar by selecting the clipboard icon and selecting Workflows.