WorkDrive | Workflows | Knowledge Base

Workflows
Workflow components
Simplify and accelerate your content-specific business operations with WorkDrive Workflow! WorkDrive Workflow empowers you to automate repetitive tasks like approvals, data collection, and task assignments, making your business processes more ...
Create a custom Workflow
Boost productivity, save time, and minimize errors by automating your routine business processes with WorkDrive Workflow. This feature allows you to streamline repetitive tasks such as approvals, data collection, and task assignments, enabling more ...
Default Workflows in WorkDrive
Feature availability: Available for all team plans Handling document reviews and approvals can often be a lengthy and manual process, impacting your team’s efficiency. To simplify this, WorkDrive introduces default workflows that automate and ...
Workflows in WorkDrive: Overview
Feature availability: Customized workflows: Available only for WorkDrive Business plan and Zoho One users. Default workflows (Review, Approval, Review and Approval): Available for all team plans. Automate your routine content-specific business ...
Workflow custom fields
Workflow custom fields are versatile tools designed to collect feedback and assignees' or approvers' data, and gather critical information during workflow transitions. The following is a list of the available workflow fields in WorkDrive, along with ...
Manage Workflows
Workflows tab The Workflows tab in the left pane helps you manage workflows effortlessly. It provides two sections: Waiting for my action and Started by me, ensuring you can keep track of workflows assigned to you and those you’ve initiated. ...

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