06 - Workflow

This covers how to create and use a workflow, which is a series of tasks in a business process

01 - Background
Background Workflow means different things to different people. In very simple terms, it is a business process which helps to achieve a single busine...
Thu, 30 Jan, 2025 at 1:22 PM
02 - Setup your workflow types
You can categorize different workflow processes for better organization. The default category or type is “General Workflow.” You can create types such as ...
Thu, 30 Jan, 2025 at 1:23 PM
03 - Create your first workflow
Click on the “Workflow” tab. Create a workflow type “Engineering Change Order.” Select it from the workflow type select box. Click the “+” button to create...
Thu, 30 Jan, 2025 at 1:24 PM
04 - Design your workflow
et us add three more steps to your workflow. In this example: we are routing a document to a designer. Once the designer completes the task and approves i...
Thu, 30 Jan, 2025 at 1:25 PM
05 - Start the workflow
Please note that first task is active. Now, we need to work on the first task according to the instructions and complete it. This must be completed befor...
Thu, 30 Jan, 2025 at 1:26 PM
06 - Create workflow template
Templates help you reuse your workflow processes so that you do not need to redesign the same processes again. There are two ways to design a template. 1. ...
Thu, 30 Jan, 2025 at 1:27 PM
07 - Design a workflow template
Click the “Templates” tab and select “Workflow templates” from the select box as follows: Click the “+” button. You will see the following: Sel...
Thu, 30 Jan, 2025 at 1:28 PM
08 - Save an existing workflow as a template
Open the “Workflow tab”. Open the workflow that you want to create a template from. You can also create a template from a completed workflow. Let us o...
Thu, 30 Jan, 2025 at 1:28 PM
09 - Workflow Operations
Kenesto allows various operations at each step or task. When you click on a task in a workflow, you will see the available actions or operations based on w...
Thu, 30 Jan, 2025 at 1:29 PM
10 - Compose Tasks
While composing a task, you can add parallel tasks, make it a signature task which lets the assignee accept or reject it. You can also add a review step im...
Thu, 30 Jan, 2025 at 1:30 PM