Create a New Workflow

Modified on Sat, 18 May 2024 at 12:25 PM

  • FREE
  • STARTER
  • BUSINESS

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.



⚠️  By default, owners and admins are automatically included in workflows and cannot be removed. Managers are added to workflows for the projects they're associated with and cannot be removed. Users have access to workflows they've been added to.


Click on "Create."



  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."

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article