Workflows

Workflows define ordered sequences of tasks that can be applied to jobs. When a workflow is started on a job, its tasks are added in order, giving the team a structured checklist to follow as work progresses.

Workflows list

The workflows list shows all workflows in a searchable grid. Use the Search field to filter by name or description, and the Show inactive toggle to include inactive workflows.

Column	Description
Order	The workflow's position in the list. Workflows are displayed in this order when applied to a job.
Workflow name	The name of the workflow.
Description	A brief description of the workflow's purpose.
Active	Whether the workflow is currently active.

Show inactiveToggle

Includes inactive workflows in the grid.

When enabled, inactive workflows appear alongside active ones. Inactive workflows are hidden by default.

Reordering workflows

Click Reorder in the toolbar to open the reorder dialog. Only active workflows are shown. The order set here determines the sequence in which workflows are listed when applied to a job.

Drag to reorderAction

Drag any workflow row to its new position in the list.

Reset orderAction

Discards any unsaved drag changes and returns the list to the previously saved order.

Save orderAction

Saves the current drag order to the system.

Creating a new workflow

Click New to open the workflow editor dialog.

Workflow details

Field	Description
Workflow name	The name displayed throughout the system when this workflow is referenced.
Description	An optional description of the workflow's purpose.

ActiveToggle

Controls whether the workflow is available to apply to jobs.

When enabled, the workflow can be selected and applied to jobs. When disabled, it is hidden from the list by default and cannot be applied.

Choosing tasks

The Tasks panel lists the tasks currently assigned to this workflow in order. Each row shows the task number, name, and description. The Offset days field on each row sets the number of days after the workflow starts that the task's due date is set.

ActiveToggle

Controls whether this task is enabled within the workflow.

When enabled, the task is included when the workflow runs. When disabled, the task is skipped and the Offset days field is inactive.

Drag to reorderAction

Drag any task row to the desired position. A Drag to reorder hint appears above the list when there are two or more tasks in the workflow.

Remove taskAction

Click the button on a task to remove it from this workflow. This does not delete the task definition itself.

Click Choose tasks when no tasks have been added yet, or + Add tasks to add more, to open the task picker.

The left panel lists all available tasks. Use the filter field to narrow the list, then click the button to move a task to the right panel. Tasks in the right panel can be reordered by dragging and given an Offset days value before confirming. Click Add tasks to append them to the workflow.

info

A task configured to start this workflow cannot be added to it, as it would create a circular reference.

Managing workflows

NewAction

Click New in the toolbar to open the workflow editor with blank fields.

EditAction

Double-click a row or click the button to open the workflow editor pre-filled with that workflow's details.

CloneAction

Click the button to open the workflow editor pre-filled with the original's details. The name is prefixed with "Copy of".

DeleteAction

Permanently removes a workflow from the system.

Click the button to open a confirmation dialog showing the workflow's name and description. This action cannot be undone.