Create a New Workflow

Modified on Mon, 30 Oct 2023 at 09:20 AM

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A workflow presents a project in a visual, intuitive way, making it ideal for assigning tasks, planning projects, collaborating with team members, and staying organized.

You’ll want to create several workflows for each project within your Teamly workspace.  

In the left side panel, locate and click on the "Workflows" tab.



Click on the workflow dropdown menu, and then select the "+" icon.



Give the workflow a name, add/invite users.



Click on "Create."



⚠️ Owners and administrators have access to view all workflows, while managers and regular users can only see the workflows they're been added to.


  1. Locate and click on the "Workflows" tab in the left side panel.
  2. Click on the "Workflow" dropdown then, the "+" icon.
  3. Give your workflow a title, add users if needed then, click on "Create
  1. Click on "Workflows" in the menu at the bottom of the mobile app.
  2. Click on the "Workflow" dropdown then, the "+" icon.
  3. Give your workflow a title, add users if needed then, click on "Create."

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