Creating Workflows

Custom workflows let you define exactly how approvals should flow.

Creating a Workflow

• Go to Settings > Workflows
• Click Create Workflow
• Name your workflow
• Add stages and reviewers
• Click Save

Adding Stages

Each stage represents a review step:

• Click Add Stage
• Name the stage (e.g., "Design Review")
• Add reviewers to the stage
• Set approval requirements
• Repeat for additional stages

Stage Types

Sequential

Reviewers approve one after another.

• Reviewer 1 must approve before Reviewer 2 sees it
• Good for hierarchical approval chains

Parallel

All reviewers approve simultaneously.

• Everyone is notified at once
• Asset progresses when all approve

Quorum

Requires a minimum number of approvals.

• Set "2 of 3 must approve"
• Faster than requiring everyone

Setting Deadlines

Keep things moving:

• Set hours/days for each stage
• Automatic reminders before deadline
• Optional escalation when overdue

Conditional Logic

Advanced workflows can branch:

• If budget > £10k, add Finance stage
• If external, add Legal review
• Based on asset type or metadata

Templates

Save time with templates:

• Use built-in templates as starting points
• Save your workflows as templates
• Share templates across workspaces