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About 44 results
  • 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.
  • (Beta) What granular permissions are available for Project level Workflows?
    https://en-au.support.procore.com/faq/(Beta)_What_granular_permissions_are_available_for_Project_level_Workflows%3F
    At Procore, the term granular permissions refers to task-based privileges that can be granted to users with 'Read Only' or 'Standard' level permissions on certain tools through the users' assigned per...At Procore, the term granular permissions refers to task-based privileges that can be granted to users with 'Read Only' or 'Standard' level permissions on certain tools through the users' assigned permissions templates. Grants users the privilege of viewing a workflow's entire response history when they are participants in the correspondence workflow. Grants users the privilege of viewing a correspondence workflow's previous step when they are participants in the workflow.
  • Clone a Project Level Workflow Template
    https://en-au.support.procore.com/products/online/user-guide/company-level/workflows/clone-a-project-level-workflow-template
    How to clone a project level workflow template.
  • Workflows
    https://en-au.support.procore.com/products/online/user-guide/company-level/workflows
    This is the landing page for support articles about the Company level Workflows tool. It contains links to tutorials, faqs and other support documentation.
  • 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.
  • Duplicate a Workflow Template
    https://en-au.support.procore.com/products/online/user-guide/company-level/workflows/tutorials/duplicate-a-workflow-template
    How to duplicate a workflow template using the Company Workflows tool.
  • Best Practices for Creating an Owner Progress Claim Workflow (Beta)
    https://en-au.support.procore.com/products/online/user-guide/project-level/invoicing/tutorials/best-practices-for-creating-an-owner-invoice-workflow
    To learn best practices for creating an Owner Progress Claim workflow.
  • 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'.
  • 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.
  • 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.