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About 26 results
  • Create a Workflow Template
    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.
  • How are version numbers updated in the Company level 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.
  • Which Procore tools support Workflows?
    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.
  • Add Additional Assignees to a Workflow Step on a Project
    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.
  • View a Workflow on a Project
    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.
  • Request Self-Serve Workflows Transition
    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.
  • Grant Granular Permissions in a Company Permissions Template
    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.
  • What are the different roles associated with the Workflows tool?
    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'.
  • Workflows Common Questions
    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.
  • (Beta) Configure a Custom Workflow for Subcontractor Progress Claims on a Project
    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.
  • Edit a Workflow Template
    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.