Create a Workflow Group

This article provides step-by-step instructions on creating a workflow group and adding users to it.

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  Estimated Read Time: 2 minutes

Sections in this article:

• Create a Workflow Group
• Add Users to a Workflow Group 

Introduction

You can create workflow groups and assign users to them; this is typically used when a certain group of users are involved in the Workflow

Workflow groups can then be used for:

1. Workflow Notifications - users within the group can be automatically notified that the card has entered the phase, or receive reminders at set intervals if it remains there.
2. Workflow Card Ownership - only users within the group can access the phase that they are assigned ownership of, for example, they might be responsible for approving a contract in a request workflow. 

Create a Workflow Group

To create a workflow group:

1. From the navigation menu, expand Settings then click Users.
2. Click Add then select Workflow Group
3. Enter a title and, if useful, an optional description, then click Save.

Add Users to a Workflow Group 

If the required users are not already added in Gatekeeper, create them manually or via Bulk Import first.

To add users to a workflow group:

1. From the navigation menu, expand Settings then click Users.
2. Search for the relevant user, then expand the 3 dots and select Edit.
3. From the Workflow Groups section, select the workflow group from the dropdown list. You can add users to multiple workflow groups if needed.
   
4. Click Save.