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How to create a workflow
How to create a workflow
Terje Torma avatar
Written by Terje Torma
Updated over a week ago

To create a workflow that focuses on structured step-by-step processes, follow these simple instructions:

First, navigate to the Upwave Workflow page and select the "Create new workflow" button.

When creating the workflow, make sure to consider the three tabs, Steps, Custom fields, and Settings at the top of the page.

Defining the workflow

The Steps tab is where you define the process steps, which will become specific tasks for the incoming cases. You can add the steps manually or give the job to our AI assistant.

For example, defining a step such as "Evaluate Request" in a leave request process means that the first task when a new request comes in will be to evaluate. This task can include further instructions on how to handle it with guides and subtasks, and may also have a deadline.

Continuing the example of a leave request workflow, custom fields would be used to collect information such as the requester's name, reason for leave, etc. The custom fields tab allows for adding a variety of field types necessary for different use cases.

In the last tab, Settings, give your workflow a name and a description. There is also an option to define the starting status for a new case.

Get it running

Once the workflow is created, test your configuration by creating a new case. All the tasks, guides, custom fields etc. will be visible on the case page. Edit the workflow until you’re satisfied, then invite your colleagues to join and start processing.

Editing the Workflow

You can at any time change the structure of the workflow by editing steps, custom fields, and guides. You will find the workflow editor under the dot menu in the header.

It's important to note that only new cases will be affected by all the changes made, preserving the integrity of older cases.

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