Create a New Workflow

Modified on Thu, 14 Mar 2024 at 07:15 PM

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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.



⚠️ By default, all owners and administrators will be automatically added to workflows and cannot be removed. Managers who are assigned to a project are added to the project's workflows and cannot be removed.


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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