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| Note |
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| By default, the system uses a "System Workflow" when no other workflow is selected. |
- Use the actions wheel in the top right corner to edit, delete, or export a workflow to Excel.
- To add a new workflow, click the (+) sign next to Task Workflows.
- Provide a name for the workflow and specify the task type it will apply to.
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- Add Transitions: Create transitions between the various statuses, including lists of transitions and other details.
- Use the actions wheel in the top right corner to edit, delete, or export a workflow to Excel.
The workflow will be automatically assigned to tasks that match the criteria of the workflow.
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