How to Start a Workflow
A Workflow model is defined at Platform level and is available within all projects
Example
- There are a number ways to start a workflow. Here is just one:
- open a document
- Click 'Workflows' and then ‘+Start Workflow’

- This will bring up the Start Workflow Form. Complete the fields in the form.

Notes:
- In our example, the Adhoc Workflow, you will need another person/member in the project to select as the Approver
- If the email server is configured in the tenant setup an email will be sent to the Approver user when the task needs approving
- The Approver user will also see the task in their task dashboard at Platform and Project level