We’re going to walk you through how to build a simple workflow and run it in less than 10 minutes.
In this example, you’re going to work on a simple process for opening the office. You can follow along with the instructions below, or start working on a different process that is more important to you, using these steps for guidance.
Let’s get started!
Click the “New” button in the top left corner of your screen, then click “Blank Workflow” as shown below.
Note: If you don’t see the “New” button, you may have collapsed the side menu on the left of your screen (click “show menu” to open it). Or you may need to ask your Administrator for ‘edit’ permission or to grant you permission to a folder in which to create your new workflow. Only admins can create new workflows in the home Library folder.
When the workflow editor opens up and you will see this view below. Highlighted are the parts you’re going to focus on to start building your workflow.
We’ve pointed out the key parts that you need to focus on right now since we will share with you how to add extra features and functionality later on.
Change your workflow name
Now let’s change the name of your workflow.
Click on the words “Blank Workflow” and change it to “Opening the office”.
Click “Save Changes” over in the top right corner of your screen.
Edit your workflow
Next, you’re going to edit your workflow so that you can add some tasks. Tasks are the steps in the process that you need each person to follow when they open the office.
Click “Edit” in the right-hand menu. This takes you back inside the workflow editor.
Now you can see that you already have three blank tasks in your workflow. You could start typing in the names of your tasks, but you’re going to do something a little different. Find out more below.
To add tasks you have three options:
- Hit the Enter key on your keyboard to create new blank tasks
- Click the +Task button in the task menu at the bottom left of your screen, to create new blank tasks
- Copy & paste a list of tasks from another place e.g. an existing process, or a list in Google Sheets
Options 1 & 2 require you to type the name of the tasks manually, one at a time, whilst option 3 allows you to add a list of pre-written tasks in one go, this is what you are going to do next.
Copy the list below and paste it into Task 1. These become your new tasks:
Unlock the office
Turn on the lights
Turn on your computer
Login to all your programs
Check the answerphone
Forward phone messages to colleagues
Respond to customer voicemails
Check the postbox
Check your email
Feed the fish
In the example below, we’re copying the same list, but this time from a Google Sheet. Now you can see how easy it is to start building a workflow when you already have some of the steps documented elsewhere.
Delete blank tasks
If you find you have some empty or blank tasks that you don’t need, you can delete these easily.
- Click on the task you’d like to delete, and click the trashcan button in the task menu. This deletes tasks one at a time (you can also hit your backspace key to delete blank tasks)
- Or, you can multi-select tasks to delete in bulk, using the Shift, Ctrl or CMD key. Then hit the delete button in the center of your screen (as shown below).
Now you’re going to rearrange some of the tasks you just added.
Select the tasks you want to move and either use the up/down arrows in the task menu (bottom left corner) or you can drag and drop them into place, by placing your cursor over the Task Number, which is located to the left of each Task Name.
When you hover over the task number, you’ll see this icon appear: Now you can drag and drop your tasks into place.
You can also multi-select more than one task, to move blocks of tasks up and down (use your Shift, Ctrl or CMD key to do this).
Notice that your work is auto-saved as you make changes.
Headings are a simple way to break your workflow or tasks into sections.
Let’s take a look at how to add two headings into your list of tasks.
Add a heading by clicking on the Heading button in the task menu at the bottom left of your screen, and then give it a name: “Outside the office”. The recording above shows you how to do this.
Keep the colon : at the right side of your text e.g. Outside the office:
Now you’re going to add another heading, and name this one “Inside the office:”
Pro tip: If you add a colon : to the end of a task, it turns it into a heading. Remove the : and it turns back into a task.
Drag and drop the two headings into place, or use the up/down arrows in the task menu to move them.
Save changes to your workflow by clicking on the green button (in the top right corner of your screen).
Run your workflow
Now you’re ready to run your workflow! This allows you to work through the tasks, checking them off as you go.
Once you save changes to your workflow, you will see the green button on the right-hand side “Run“. Go ahead and click it.
Now you need to give your workflow run a name. Write in “Open the office + Today’s day” (e.g. Open the office Monday) and click the green button underneath to run your workflow.
Once your workflow run is open, you can start to work your way through, checking off all the tasks, until it is complete. You’ll know it’s complete when you see a shower of confetti.
That’s it! Well done, you’ve built a simple workflow and run it 🙂
Now you can run it again for different days of the week from the same workflow, or build another workflow and run that one as well.
Process Street’s capabilities extend far beyond simple workflows and runs like the one you just created. These are the basics of adding tasks and headings into your workflow, but you can do much, much more!
- Build out your workflows with visual content like videos, or collect data and information in form fields
- Add in powerful features like Conditional Logic, Task Permissions, Approvals, Role Assignments, Dynamic Due Dates and Stop Tasks
- Assign users to tasks in your workflows to give them responsibility for those tasks
- Set task due dates so that nothing slips through the cracks
- Discover different ways of running workflows or how to schedule workflows
- Search our workflow template gallery for hundreds of ready to use workflows that you can edit
- We recommend you work through the 5 Stages of Process Building to keep you on track to building the best workflows for your needs
- You decide! Take a look through our Knowledge Base for even more guidance
- If you have any questions or need support, reach out to our Process pros team
The features you can use will depend on which plan you’re on and which features you’d like to use. Trial users will have access to all features and can choose a plan upon purchase.
Tips for success
- When you start making your own workflows, start with one priority process – think of one you do all time, that’s most important for you to build, one that you can document easily
- Keep it simple and work on building one workflow at a time
- Think about how you would explain everything involved in this workflow to a colleague who has never worked on this process before so that they don’t miss anything out and it’s easy for them to follow
- Remember that your workflow is the master copy or blueprint of your process. Workflow runs are effectively copies of that process, that you run each time you need to work through that process
- Run your workflows regularly to test any changes you might make, to ensure everything is working as you would like it to