Library for Workflows

The Library page provides pre-built workflows that can be copied to the main Workflows screen to be used as-is or to be further tailored. This library includes commonly used workflows and provides a great starting point for configuring a workflow.

Navigating to Workflow Management
  • Expand Settings and click Workflow Management from the menu.

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  • Click Library from the top menu bar.

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  • Use the checkbox(es) to the far right of the workflows in the workflow library.

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  • From the Actions drop-down menu, click Add Workflow.

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  • When you return to the workflows list, the newly added workflow(s) will be listed.
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