{"id":5846,"date":"2023-10-19T08:00:06","date_gmt":"2023-10-19T08:00:06","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/what-is-a-workflow\/"},"modified":"2026-05-18T13:54:22","modified_gmt":"2026-05-18T13:54:22","slug":"what-is-a-workflow","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/what-is-a-workflow\/","title":{"rendered":"What is a Workflow?"},"content":{"rendered":"<p><a href=\"https:\/\/www.process.st\/\">Process Street<\/a>&#8216;s core functionality is the ability to create <a href=\"https:\/\/www.process.st\/help\/docs\/templates\/\">workflows<\/a>\u00a0for recurring processes and then <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-checklist\/\">run those workflows<\/a>.<\/p>\n<p>A workflow is a set of instructions that lay out exactly how a process should be completed.\u00a0For each process in your business, you build a workflow first, then you <a href=\"https:\/\/www.process.st\/help\/docs\/running-checklists\/\">run <\/a>the workflow\u00a0each time you need to work through that process.<\/p>\n<p>For example, an <a href=\"https:\/\/www.process.st\/new-employee-onboarding-process\/\">Employee Onboarding<\/a> workflow contains all the information needed to complete successful onboarding for all your new hires, while a <a href=\"https:\/\/www.process.st\/help\/docs\/customer-support\/\">Customer Support<\/a> workflow contains all the information needed on how to deal with support tickets. You would run the workflows for each new hire you&#8217;re onboarding, or for each customer support ticket that you receive.<\/p>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/W_iYrlA3qBE\" width=\"100%\" height=\"406\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<h3>What&#8217;s in a workflow?<\/h3>\n<p>Your workflows are completely <a href=\"https:\/\/www.process.st\/help\/docs\/getting-started\/\">customizable<\/a>, so what&#8217;s contained inside them is entirely up to you!<\/p>\n<p>Workflows can display a variety of <strong>content<\/strong> or instructions, such as <a href=\"https:\/\/www.process.st\/help\/docs\/video-widget\/\">videos<\/a>,\u00a0<a href=\"https:\/\/www.process.st\/help\/docs\/text-widget\/\">text<\/a>, <a href=\"https:\/\/www.process.st\/help\/docs\/image-widget\/\">images<\/a>, <a href=\"https:\/\/www.process.st\/help\/docs\/how-subtask-work\/\">subtasks<\/a>, and <a href=\"https:\/\/www.process.st\/help\/docs\/embed-widget\/\">embedded<\/a> content from other apps.\u00a0Use content when you want to <strong>share<\/strong> information with people working through your workflow runs.<\/p>\n<p>When you add\u00a0<strong>form fields<\/strong>\u00a0into your workflows, this allows you to capture and store information each time you run the workflow, such as names, documents, notes, emails, and URLs. Use <a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\">form fields<\/a> when you want to <strong>collect<\/strong> data from people working on your workflow runs.<\/p>\n<p>You can also\u00a0<a href=\"https:\/\/www.process.st\/help\/docs\/email-widget\/\">send pre-written emails<\/a> from workflow runs and utilize form fields to populate some of the data before the email is sent.\u00a0Form fields also give you the ability to pass and receive data inside your workflow runs, or to and from other apps via <a href=\"https:\/\/www.process.st\/help\/docs\/zapier\/\">automations and integrations.<\/a><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16799\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/wf-run.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>You can also build really powerful features into your workflows, such as:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\">Conditional Logic<\/a>\u00a0\u2013 Create process paths for\u00a0<em>if-this-then-that<\/em>\u00a0scenarios<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/role-assignments\/\">Role Assignments<\/a>\u00a0\u2013 Assign tasks based on a role instead of a person<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\">Stop Tasks<\/a>\u00a0\u2013 Enforce the order of tasks and streamline hand-offs<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/task-permissions\/\">Task Permissions<\/a>\u00a0\u2013 Customize who can see which tasks<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/dynamic-due-dates\/\">Dynamic Due Dates<\/a>\u00a0\u2013 Create automated and adaptable timelines<\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\">Approvals<\/a>\u00a0\u2013 Set up approval flows anywhere your process requires sign-off<\/li>\n<\/ul>\n<p>On our <a href=\"https:\/\/www.process.st\/pricing\/\">paid plans<\/a> you can create an <em>unlimited<\/em> number of workflows and workflow runs.<\/p>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/mxBIxefUS0k\" width=\"100%\" height=\"406\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<p>Once you&#8217;ve <a href=\"https:\/\/www.process.st\/help\/docs\/templates\/\">created workflows<\/a>, you can organize them in <a href=\"https:\/\/www.process.st\/help\/docs\/folders\/\">folders<\/a>,\u00a0<a href=\"https:\/\/www.process.st\/help\/docs\/running-checklists\/\">run<\/a>\u00a0them,\u00a0<a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\">assign tasks<\/a> to other users, <a href=\"https:\/\/www.process.st\/help\/docs\/checklist-dashboard\/\">track work,<\/a> <a href=\"https:\/\/www.process.st\/help\/docs\/sharing\/\">share them<\/a> with others and add\u00a0<a href=\"https:\/\/www.process.st\/help\/kb\/integrations\/\">automations<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Process Street&#8216;s core functionality is the ability to create workflows\u00a0for recurring processes and then run those workflows. A workflow is a set of instructions that lay out exactly how a process should be completed.\u00a0For each process in your business, you build a workflow first, then you run the workflow\u00a0each time you need to work through [&hellip;]<\/p>\n","protected":false},"author":11,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Workflows","footnotes":""},"ht_kb_category":[208,161],"ht_kb_tag":[160,327],"class_list":["post-5846","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-faq","ht_kb_category-general","ht_kb_tag-workflows","ht_kb_tag-workflows-vs-workflow-runs"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5846","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/11"}],"version-history":[{"count":2,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5846\/revisions"}],"predecessor-version":[{"id":9987,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5846\/revisions\/9987"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=5846"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=5846"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=5846"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}