- Alerts and notices
- Leave feedback
-
Internal Employees: Submit feedback
To add a workflow:
- From the Workflows menu, choose Add Workflow. The Create New Workflow dialog opens.
- Choose the workflow type from the drop-down list in the Workflow Type field.
- Type or paste a description of the workflow in the Description window.
Note: New workflow descriptions must be unique, in order to improve reporting and help ensure the proper workflows are rolled forward each year.
- Choose the workflow status from the drop-down list in the Status window.
- Click OK to create the new workflow.
Video: Adding workflows using the Bulk Import feature (2.5 minutes)
Related topic: Working with workflows