1. Go to Company Library
Go to Company Library within the Workflow Library and find your saved workflow template.
2. Edit Workflow
Click on the three horizontal dots in the top right and click on "edit in builder."
Click on Edit in Builder
4. Edit Description
For clarity and standardization, customize the description to your workflow template. This description gives a clear overview of the template's purpose and provides guidance to other users who may access it.
5. Edit Tasks
Customize the template using the Workflow Builder. You can add tasks, edit task details, set task colors, and make any necessary adjustments to suit your company's specific process requirements.
6. Save Workflow
Once you are satisfied with the modifications and updates made to the draft template, you can click save and/or publish to the company's library.
Pro Tip for Workflow Management:
When creating workflows, remember these tips to enhance efficiency and collaboration:
Keep it manageable: Whenever possible, limit the number of tasks in a workflow to no more than 5. This helps maintain clarity and ensures smoother execution.
Leave useful notes: Use the note section to provide important instructions or additional information for your team members. This helps them understand the context and requirements of each task.
Mind shared resources: Keep in mind that shared resources and links are not editable within the builder. Make sure to double-check and update any necessary information before sharing them with your team.