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a workflow and select ",[627,628,67],"strong",{}," (the gear). You need the ",[627,631,632],{},"Manage workflows"," permission. Each part has its own ",[627,635,636],{},"Save"," button, and ",[627,639,640],{},"Discard"," throws away changes you haven’t saved.",[643,644,646],"h2",{"id":645},"general","General",[648,649,650,665,671,681,687],"ul",{},[651,652,653,656,657,660,661,664],"li",{},[627,654,655],{},"Name",", ",[627,658,659],{},"Description",", and ",[627,662,663],{},"Icon",".",[651,666,667,670],{},[627,668,669],{},"Call each item a…",": “request”, “follow-up”, “task”, and so on.",[651,672,673,676,677,680],{},[627,674,675],{},"Number prefix",": a short code, like ",[627,678,679],{},"EVT",", added to item numbers.",[651,682,683,686],{},[627,684,685],{},"Default due date",": how many days after creation a new item is due.",[651,688,689,692],{},[627,690,691],{},"Starting checklist",": steps every new item starts with. A step can link to a doc.",[694,695,697],"h3",{"id":696},"create-event-button","Create event button",[623,699,700,701,704],{},"Turn this on for workflows like event requests. Items in an active stage get a ",[627,702,703],{},"Create event"," button that opens the event builder filled in. Choose which fields the event’s dates, description, location, and rooms come from, and which stage to move the item to after the event is created.",[643,706,708],{"id":707},"fields","Fields",[623,710,711],{},"What every item captures. Fields also build the request form. Stage, assignees, due date, priority, checklist, and linked records are built in.",[623,713,714,715,656,718,656,721,724,725,656,728,731,732,735,736,739,740,743],{},"For each field you can set its ",[627,716,717],{},"Type",[627,719,720],{},"Help text",[627,722,723],{},"Options"," (for choice fields), and whether it’s ",[627,726,727],{},"Required",[627,729,730],{},"Hidden",", or shown ",[627,733,734],{},"On form",". A ",[627,737,738],{},"Linked record"," field links to people, events, rooms, and more; turn on ",[627,741,742],{},"Allow more than one"," to link several.",[745,746,747],"note",{},[623,748,749],{},"A field’s type can’t change once it’s saved. Add a new field instead.",[643,751,753],{"id":752},"stages","Stages",[623,755,756,757,760,761,764,765,768,769,772,773,776,777,772,780,783],{},"The columns on the board. Each stage has a ",[627,758,759],{},"name",", a ",[627,762,763],{},"colour",", and a ",[627,766,767],{},"type",", so “open” and “done” mean the same thing everywhere (My work, due reminders, and stats). ",[627,770,771],{},"To do"," and ",[627,774,775],{},"Active"," stages are open; ",[627,778,779],{},"Done",[627,781,782],{},"Canceled"," close an item.",[623,785,786,787,664],{},"If you delete a stage that still has items, choose where to ",[627,788,789],{},"move items out of deleted stages",[643,791,793],{"id":792},"request-form","Request form",[623,795,796,797,664],{},"Let anyone who can see the workflow submit a new item. See ",[798,799,801],"a",{"href":800},"\u002Fworkflows\u002Frequests#request-forms","Request forms",[643,803,805],{"id":804},"templates","Templates",[623,807,808,809,812],{},"Starting points for items you add often, like “Sunday setup”. Save the usual title, checklist, assignees, and field values. Templates show under the ",[627,810,811],{},"New"," button, already filled in.",[643,814,404],{"id":815},"recurring",[623,817,818,819,656,822,825,826,829,830,772,833,836],{},"Create an item on a schedule: a weekly review, a monthly report, a daily check. Choose ",[627,820,821],{},"Daily",[627,823,824],{},"Weekly",", or ",[627,827,828],{},"Monthly",", the time, and what each new item looks like. Use ",[627,831,832],{},"Pause",[627,834,835],{},"Resume"," to stop and start it. Times are in your organization’s time zone.",[643,838,840],{"id":839},"automations","Automations",[623,842,843],{},"Automations do the busywork when something happens, in this workflow or anywhere in the dashboard.",[845,846,848,853,868,872,893,897],"steps",{"level":847},"4",[849,850,852],"h4",{"id":851},"choose-a-trigger","Choose a trigger",[623,854,855,856,859,860,863,864,867],{},"For example, an item moves ",[627,857,858],{},"to stage"," or ",[627,861,862],{},"from stage",", or someone submits an organization form (",[627,865,866],{},"Anywhere in the Dashboard",").",[849,869,871],{"id":870},"add-conditions-optional","Add conditions (optional)",[623,873,874,877,878,656,881,656,884,656,887,825,890,664],{},[627,875,876],{},"Only if"," a field ",[627,879,880],{},"is",[627,882,883],{},"is not",[627,885,886],{},"contains",[627,888,889],{},"is empty",[627,891,892],{},"is checked",[849,894,896],{"id":895},"add-actions","Add actions",[623,898,899,900,656,903,656,906,825,909,912],{},"Create an item (with a title template and starting stage), assign people (",[627,901,902],{},"Take turns between",[627,904,905],{},"Whoever has the fewest open items",[627,907,908],{},"Always assign",[627,910,911],{},"The person who created it","), set a due date or priority, add checklist steps, add watchers, notify people by push or email, or post a comment.",[623,914,915,918,919,922],{},[627,916,917],{},"Recent runs"," shows what each automation did, and whether a run failed. Use ",[627,920,921],{},"Turn off"," to pause one.",[643,924,33],{"id":925},"notifications",[623,927,928,931],{},[627,929,930],{},"Tell these people about every new item."," They follow the workflow and can turn it off for themselves from the Follow menu. Everyone else only hears about items they’re assigned to, created, watch, or are mentioned in.",[643,933,935],{"id":934},"access","Access",[648,937,938,944],{},[651,939,940,943],{},[627,941,942],{},"Everyone with Workflows",": anyone with the Workflows permission can see and work it.",[651,945,946,949],{},[627,947,948],{},"Members only",": only the people you add, plus everyone with Manage workflows. Use this for pastoral care, HR, or finance.",[623,951,952,953,956,957,960],{},"Members can be an ",[627,954,955],{},"Editor"," or a ",[627,958,959],{},"Viewer"," (read and comment only).",[643,962,964],{"id":963},"archive-a-workflow","Archive a workflow",[623,966,967,970,971,974],{},[627,968,969],{},"Archive workflow"," removes it from the sidebar and My work. Restore it from ",[627,972,973],{},"Archived workflows"," on the Workflows page.",{"title":976,"searchDepth":977,"depth":978,"links":979},"",1,2,[980,984,985,986,987,988,989,990,991,992],{"id":645,"depth":978,"text":646,"children":981},[982],{"id":696,"depth":983,"text":697},3,{"id":707,"depth":978,"text":708},{"id":752,"depth":978,"text":753},{"id":792,"depth":978,"text":793},{"id":804,"depth":978,"text":805},{"id":815,"depth":978,"text":404},{"id":839,"depth":978,"text":840},{"id":925,"depth":978,"text":33},{"id":934,"depth":978,"text":935},{"id":963,"depth":978,"text":964},"Change a workflow’s fields, stages, request form, templates, recurring items, automations, and who can see it.","md",null,{},{"title":67,"icon":70},{"title":67,"description":993},"6QwAqwxich83i9MYREbaGVhrM3uKzhqL4ciKtpbpA4A",[1001,1003],{"title":62,"path":63,"stem":64,"description":1002,"icon":65,"children":-1},"Let anyone on staff submit a request, and create follow-ups for people.",{"title":77,"path":73,"stem":74,"description":1004,"icon":78,"children":-1},"A snapshot of what’s happening across your community, and what needs you.",1792116685146]