Create and Manage Production Workflows

Creating and managing custom production workflows is simple. We'll show you how.

What's a workflow?

A workflow is the series of steps or tasks required to complete a job/production. Custom production workflows can be build that jobs can be assigned to during job creation. (Note: A job must be assigned to a workflow in order to be created.)

Creating Production Workflows

To create a new production workflow:

• Click Preferences from within the Production tab.
• Click Create New.
  
  
  
• Each new workflow requires the following information:
  • Status: Active means the workflow will be available for use. Inactive means the workflow can be created and saved, but will not be available to use when creating a job.
  • Name: The desired name for the workflow.
  • Avatar: Select an avatar to represent the workflow.

• Once the Status, Name, and Avatar have been selected, Workflow Stages can be created. Stages are the steps, statuses, or milestones a job will move through once assigned to the workflow.
• Select the Create New.

• Input the name of the stage, then select a color to represent it.
• Select the Create button.
  
  
• The newly created stage will now display within the workflow list.
• Click Edit Pencil to change the entry and/or the Trash Can to delete it.
• Stages can be reordered by dragging and dropping them using the selector on the left hand side.
  
  

Managing Workflows

Workflows can be edited, marked as inactive, or deleted entirely. These settings are found under:

• Select the Production tab.
• Click Preferences.
• Click the option icon next to the workflow to be modifed.

On this screen, the number of stages and as well as the number of open jobs assigned to each workflow will be displayed (Note: If a workflow needs to be deleted and it is assigned to any open jobs, those jobs must be moved to an active workflow).