Managing Workflows

Modified on Thu, 23 Mar 2023 at 02:52 PM

Managing workflows is important to increase efficiency and optimize the processes involved in completing tasks and achieving team goals. Teamly lets you easily manage your workflows to help improve the overall performance.

Click on the Workflows in the left side panel.

Hover over the desired workflow and click on the settings gear.

Change the workflow name and/or archive the workflow if its no longer needed.

The Users tab lists users who are associated with the workflow. Hover over the user to view their details or remove them from the workflow on the right side. Use the Add users to add additional users to the workflow.

The user who created the workflow will not have the delete icon next to their name.

Automations can be configured for workflows to execute actions based on task properties such as assigning users, tags, statuses and more. Learn more about creating automations.

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