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.

1. Document review processes: With Workflow, you can easily assign team members to review documentation, establish an approval hierarchy, set up conditions to ensure timely reviews, and reduce delays.
   
   
2. Organize files and folders: Create workflows to automatically organize files and folders as they are added to WorkDrive, making it easier to find information quickly.
   
   
3. Task assignment and tracking: Automatically assign tasks to team members, track the progress of tasks to ensure timely completion.
   

1. Trigger: A trigger is an event that initiates the workflow. It serves as the starting point for the workflow process. 
   Example: You can set up a trigger to initiate the document review workflow automatically when a file is uploaded to a designated folder.
   
   
2. State: States in a workflow refer to the different stages or phases that a task or document goes through during the workflow process. Each state represents a specific step or milestone.
   Example: After uploading, the document enters the Under review state, indicating it’s ready for review.
   
   
3. Transition: The pathway that connects two states in a workflow, representing the movement of a task or document from one stage to another. Once the workflow reaches a specific state, the user must choose one of the available transition paths to proceed and complete the workflow.
   Example: After the document is reviewed, the user selects Approve (Transition) to move it to the Approved state.
   
   
4. Action: A predefined event or series of events that automate tasks at specific states or transitions in a workflow. Actions are triggered automatically when conditions are met, streamlining manual tasks such as sharing files, moving folders, or updating properties.
   Example: Once the document is approved, an action automatically shares it with the team.

Notes:

1. You can add multiple triggers to start the workflow. E.g. file marked as ready, file uploaded, file created, and more.
2. You can configure a maximum of 5 actions in each state/transition for both file and folder-based workflows.
   

1. When file properties are added/updated via data template
2. When file is uploaded
3. When file is moved
4. When file is copied
5. When file is created
6. When file is marked as ready

1. When folder properties are added/updated via data template
2. When folder is uploaded
3. When folder is moved
4. When folder is copied
5. When folder is created

1. Share
2. Move
3. Copy
4. Mark as Final
5. Associate data template

1. Share
2. Move
3. Copy
4. Associate data template
5. Create folder

Workflows in WorkDrive

1. Review
   
2. Approval
3. Review and Approval