When you create a workflow, you can choose among various workflow steps to document your internal processes.

Choose among:

  • Text, for describing how to do things (e.g. introducing a process, or explaining how things are done)

  • To-dos, to list a series of tasks to be done (e.g. organization equipment checklist, or documentation requirements for a customer interview)

  • Form, for assignees to input a series of fields (e.g. to collect email addresses, meal preferences for a organization event, or documentation details for onboarding)

  • Embed, to add videos and rich media (e.g. to watch organization training videos, or examine a specific chart)

  • Email, to trigger an automated email to specific people (e.g. to notify team members that a specific workflow step has been updated or needs their attention)

  • Approval, to request sign-off from a specific person (e.g. to approve budget, or sign off on a specific project)

  • File upload, for assignees to upload files from Box or Google Drive (e.g. for uploading HR documentation or project files)

  • Create a task, to trigger an automated creation of a task on a project management tool (e.g. creating a task on Asana, issue on JIRA, or card in Trello)

  • Post to channel, to trigger an automated notification to a Slack channel (e.g. to notify project members that a specific workflow step has been updated or needs their attention)

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