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About 26 results
  • https://en-au.support.procore.com/products/online/user-guide/company-level/workflows/tutorials/create-a-workflow-template
    How to create workflow templates in the company Workflows tool.
  • https://en-au.support.procore.com/faq/how-are-version-numbers-updated-in-the-company-level-workflows-tool
    Describes how the version numbering feature works in the Company Workflows tool.
  • https://en-au.support.procore.com/faq/which-procore-tools-support-workflows
    Defines the term 'custom workflow' and summarises the tools that support custom workflows created with the Company level Workflows tool.
  • https://en-au.support.procore.com/products/online/user-guide/company-level/workflows/tutorials/add-additional-assignees-to-a-workflow-step-on-a-project
    How to invite additional assignees to a step on an active workflow.
  • https://en-au.support.procore.com/products/online/user-guide/company-level/workflows/tutorials/view-a-workflow-on-a-project
    How to view a workflow template being used on a project level item.
  • https://en-au.support.procore.com/products/online/user-guide/company-level/workflows/tutorials/request-self-serve-workflows-transition
    A summary of how to migrate from legacy to self-service workflows.
  • https://en-au.support.procore.com/products/online/user-guide/company-level/permissions/tutorials/grant-granular-permissions-in-a-company-permissions-template
    How to grant granular permissions on a company permissions template.
  • https://en-au.support.procore.com/faq/what-are-the-different-roles-associated-with-workflows
    Describes the difference between a 'Workflow Creator' and a 'Workflow Manager'.
  • https://en-au.support.procore.com/products/online/user-guide/company-level/workflows/faq/workflows-common-questions
    No, if a member of the workflow is not able to complete their step, it is recommended that you invite an additional assignee to the workflow. No, if the workflow template needs to be changed, the obje...No, if a member of the workflow is not able to complete their step, it is recommended that you invite an additional assignee to the workflow. No, if the workflow template needs to be changed, the object would need to be deleted and recreated after setting a different default template. Yes, when looking at an item with a workflow you can view the workflow by clicking on the vertical ellipsis in the workflow side panel.
  • https://en-au.support.procore.com/products/online/user-guide/project-level/progress-billings/tutorials/configure-a-custom-workflow-for-subcontractor-invoices-on-a-project
    How to configure a custom workflow on a Procore project.
  • https://en-au.support.procore.com/products/online/user-guide/company-level/workflows/tutorials/edit-a-workflow-template
    How to edit a workflow template in the company-level Workflows tool.