{"id":1702,"date":"2023-02-09T12:49:20","date_gmt":"2023-02-09T12:49:20","guid":{"rendered":"http:\/\/pracmate.com\/helpcenter\/?page_id=1702"},"modified":"2023-08-01T13:11:03","modified_gmt":"2023-08-01T13:11:03","slug":"how-can-i-manage-workflows","status":"publish","type":"page","link":"https:\/\/pracmate.com\/helpcenter\/manage-workflow\/how-can-i-manage-workflows\/","title":{"rendered":"How can I manage workflows ?"},"content":{"rendered":"\n\t<div class=\"wp-video-popup-wrapper\">\n\t\t<div class=\"wp-video-popup-close\"><\/div>\n\t\t<iframe class=\"wp-video-popup-video is-hosted is-landscape is-resizable\" src=\"\" data-wp-video-popup-url=\"https:\/\/www.youtube.com\/embed\/AWbm-l7BemY?autoplay=1\" frameborder=\"0\" allowfullscreen allow=\"autoplay\">\n\t\t<\/iframe>\n\t<\/div>\n\t\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-fe48e5de wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-50 has-custom-font-size wp-video-popup has-small-font-size\"><a class=\"wp-block-button__link has-white-color has-text-color has-background wp-element-button\" style=\"border-radius:10px;background-color:#0047ab\"><i class=\"fa  fa-play-circle-o\"><\/i> Watch Video Tutorials for Manage Workflow<\/a><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">You can create and manage workflows for automation. Define list of tasks, assignees for each task, due dates, reminders &amp; many other configurations for effectively automate your day to day task creation and allocations. By clicking on \u201cManage Workflows\u201d label, you will navigate to manage workflow page.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/workflow\/work_01.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">On manage workflows listings page, by default it will show blank listings but here we have added particular workflows for your understanding. You can see created workflows with workflow type in listings with particular action icons. On particular workflow title selection, it will open that workflow related details in popup. In action column, you can edit, delete particular workflow &amp; from \u201cAllocation\u201d icon selection, you can allocate workflow to particular clients. For on boarding workflows, it will not show allocation icon as on boarding workflows assigned to clients automatically on particular client creation. On \u201cNew Workflow\u201d button selection, it will open popup to create new workflow.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/workflow\/work_02.png\" alt=\"\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>You can create and manage workflows for automation. Define list of tasks, assignees for each task, due dates, reminders &amp; many other configurations for effectively automate your day to day task creation and allocations. By clicking on \u201cManage Workflows\u201d label, you will navigate&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":1700,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"footnotes":""},"class_list":["post-1702","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How can I manage workflows ? - Help Center<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pracmate.com\/helpcenter\/manage-workflow\/how-can-i-manage-workflows\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How can I manage workflows ? - Help Center\" \/>\n<meta property=\"og:description\" content=\"You can create and manage workflows for automation. 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