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Creating Workflows

Workflows are a fantastic way to automate certain business processes. Admin users with access to Organization Settings can create a Workflow rule. Based on certain criteria that you set, users can do a number of things, like send an email, create a task, add a user to a project or update a status.

You can also inactivate workflows at any time if you determine they are no longer needed. 

Select the applicable tab for your edition of Responsive.

  • Creating a Workflow

    1. Go to Organizational Settings > Workflow Service > Manage Workflow and click Create New.
    2. Provide the name in the field provided, select the workflow activity, and select the status of the workflow from the drop-down list. Workflow Entity are based on Company or Project triggers.
    3. Select the Workflow trigger (Company or Project).
    4. Click Additional Project Filters to help define the workflow if necessary.
      Note: Custom Fields will be added to these options as additional filters if the Custom Fields are added by the user.
    5. Select the Workflow Action by clicking the box and click Create.

    Workflow Example

    If you would like specific users to be notified when your team is approaching the Active Project Limit, an Admin user can create a Workflow to notify these users. In the example below, the Workflow is set up to notify users when the Active Project Limit hits 13. This way they can manage the current Active Projects before hitting the project limit.

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  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Creating a Workflow

    1. Go to Organizational Settings > Workflow Service > Manage Workflow and click Create New.
    2. Provide the name in the field provided, select the workflow activity, and select the status of the workflow from the drop-down list. Workflow Entity are based on Company or Project triggers.
    3. Select the Workflow trigger (Company or Project).
    4. Click Additional Project Filters to help define the workflow if necessary.
      Note: Custom Fields will be added to these options as additional filters if the Custom Fields are added by the user.
    5. Select the Workflow Action by clicking the box and click Create.

    Workflow Example

    If you would like specific users to be notified when your team is approaching the Active Project Limit, an Admin user can create a Workflow to notify these users. In the example below, the Workflow is set up to notify users when the Active Project Limit hits 13. This way they can manage the current Active Projects before hitting the project limit.

    mceclip0.png

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