How to Create a New Workflow

Learn how to start a new Workflow in Headlight — from scratch or from a template.


Method 1: Create from Scratch

  1. Go to Workflows in the sidebar to access all workflow operations, configurations, and analytics.
  2. Click the WORKFLOW CONFIGURATOR tab to view your company’s workflows and templates.
  3. Open the overview of existing workflows.
  4. Click Add to start a new custom workflow.
  5. Begin adding workflow steps and managing your workflow’s structure.

✅ You’ve successfully created a new workflow from scratch.
Next, let’s explore how to use templates.


Method 2: Create from a Template

  1. Return to the Workflows section → WORKFLOW CONFIGURATOR tab.
  2. Browse available Workflow Templates provided by Headlight.
  3. Explore the categories to find templates matching your fleet process.
  4. Click a template to Preview it — check its description and step structure.
  5. Select Add to My WorkflowsConfirm to import the workflow.
  6. Once imported, you can edit, add, or remove workflow steps as needed.

✅ You’ve now added a new workflow from a template.
Continue learning with Workflow Basics 101 to explore editing and customization.


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