Create Workflow

Create a Workflow

  • Evoq Content
  • Evoq Engage

Steps

  1. Go to Persona Bar > Settings > Workflow.
    Persona Bar > Settings > Workflow
  2. Click/Tap the Create New Workflow button.

    Workflow list > Create New Workflow button

  3. Fill in the name and description for the workflow. Then Save.

    New Workflow form

  4. Manage the workflow states.
    • To add a state to the workflow, click/tap the Add a State button. Then configure the workflow state.
    • To edit a custom state, click/tap the state's pencil icon in the Actions column. Then configure the workflow state.
    • To delete a custom state, click/tap the state's X icon in the Actions column.
    • To rearrange the order of the custom states, use the arrows in the Move column.

    Workflow editing form

What to do next

Edit the workflow to add/edit/delete states.

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