Workflows

This Workflows node is where you create and manage workflows related to product management. It is one of our productivity tools. To create a new workflow:

1. Click New workflow
2. Provide a name
3. Save

Workflow States

Workflows consist of a series of states with each state corresponding to a phase of or a step in a process. To create a new workflow state:

1. Click on a workflow
2. Click + Workflow state
3. Provide a name
4. Use the Available states selector to select the other states you can move to from this state
5. If relevant set up notifications when a product is moved into this state
6. Save

To create a notification for a state:

1. Switch to the notification tab
2. Provide a subject
3. Specify which users and/or groups to notify
4. Select an email template
5. Specify a sender and a sender name
6. Save