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How to Access and Review Your Workflow Configurations

Discover how to find and manage your organization’s saved Workflows for streamlined task management.


Access Your Workflows

  1. Click the Workflows section from the sidebar to open all Workflow tools in one place.
  2. Click the WORKFLOW CONFIGURATOR tab to open your company’s Workflows and templates.

Review and Manage Configurations

  • The first module displays all Workflows configured for your company.
  • Over time, this list will grow as you create more Workflows.
  • Click on any Workflow in the list to start reviewing its configuration and details.

Summary

You’ve successfully accessed your company’s complete list of Workflows.
From here, you can open, review, and manage Workflow configurations to keep your processes organized and efficient.

Next: Learn the basics of editing and managing Workflows in Workflow Basics 101.


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