{"id":1423,"date":"2025-10-29T15:00:03","date_gmt":"2025-10-29T14:00:03","guid":{"rendered":"https:\/\/www.help.headlight.tech\/?post_type=ht_kb&#038;p=1423"},"modified":"2026-07-06T08:02:31","modified_gmt":"2026-07-06T07:02:31","slug":"how-to-create-a-new-workflow","status":"publish","type":"ht_kb","link":"https:\/\/www.help.headlight.tech\/?ht_kb=how-to-create-a-new-workflow","title":{"rendered":"How to Create a New Workflow"},"content":{"rendered":"\n<blockquote class=\"wp-block-quote\">\n<p>Learn how to start a new Workflow in Headlight \u2014 from scratch or from a template.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n<p><!--ARCADE EMBED START--><\/p>\n<div style=\"position: relative; padding-bottom: calc(55.0232% + 41px); height: 0px; width: 100%;\"><iframe src=\"https:\/\/demo.arcade.software\/n72pPgeatqhRpm5Vt0kF?embed&amp;embed_mobile=tab&amp;embed_desktop=inline&amp;show_copy_link=true\" title=\"How to Create a New Workflow\" frameborder=\"0\" loading=\"lazy\" webkitallowfullscreen=\"\" mozallowfullscreen=\"\" allowfullscreen=\"\" allow=\"clipboard-write\" style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%; color-scheme: light;\"><\/iframe><\/div>\n<p><!--ARCADE EMBED END--><\/p>\n\n\n<h2 class=\"wp-block-heading\">Method\u202f1: Create from Scratch<\/h2>\n\n\n\n<ol>\n<li>Go to <strong>Workflows<\/strong> in the sidebar to access all workflow operations, configurations, and analytics.<\/li>\n\n\n\n<li>Click the <strong>WORKFLOW\u202fCONFIGURATOR<\/strong> tab to view your company\u2019s workflows and templates.<\/li>\n\n\n\n<li>Open the overview of existing workflows.<\/li>\n\n\n\n<li>Click <strong>Add<\/strong> to start a new custom workflow.<\/li>\n\n\n\n<li>Begin adding workflow steps and managing your workflow\u2019s structure.<\/li>\n<\/ol>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>\u2705 You\u2019ve successfully created a new workflow from scratch.<br>Next, let\u2019s explore how to use templates.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Method\u202f2: Create from a Template<\/h2>\n\n\n\n<ol>\n<li>Return to the <strong>Workflows<\/strong> section \u2192 <strong>WORKFLOW\u202fCONFIGURATOR<\/strong> tab.<\/li>\n\n\n\n<li>Browse available <strong>Workflow\u202fTemplates<\/strong> provided by Headlight.<\/li>\n\n\n\n<li>Explore the categories to find templates matching your fleet process.<\/li>\n\n\n\n<li>Click a template to <strong>Preview<\/strong> it \u2014 check its description and step structure.<\/li>\n\n\n\n<li>Select <strong>Add\u202fto\u202fMy\u202fWorkflows<\/strong> \u2192 <strong>Confirm<\/strong> to import the workflow.<\/li>\n\n\n\n<li>Once imported, you can edit, add, or remove workflow steps as needed.<\/li>\n<\/ol>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>\u2705 You\u2019ve now added a new workflow from a template.<br>Continue learning with <a href=\"https:\/\/app.arcade.software\/share\/shxbyrMxaMjbOFIbwPSi\">Workflow\u202fBasics\u202f101<\/a> to explore editing and customization.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to start a new Workflow in Headlight \u2014 from scratch or from a template. Method\u202f1: Create from Scratch \u2705 You\u2019ve successfully created a new workflow from scratch.Next, let\u2019s explore how to use templates. Method\u202f2: Create from a Template \u2705 You\u2019ve now added a new workflow from a template.Continue&#8230;<\/p>\n","protected":false},"author":3,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[94],"ht-kb-tag":[43],"_links":{"self":[{"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/ht-kb\/1423"}],"collection":[{"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1423"}],"version-history":[{"count":2,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/ht-kb\/1423\/revisions"}],"predecessor-version":[{"id":2716,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/ht-kb\/1423\/revisions\/2716"}],"wp:attachment":[{"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1423"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=%2Fwp%2Fv2%2Fht-kb-category&post=1423"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=%2Fwp%2Fv2%2Fht-kb-tag&post=1423"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}