The workflow is visualised on the  Flowchart tab as a list (left) and a graph (centre).

1. The first step  Start already exists. Open the details for this step by left-clicking either in the list on the far left or in the graphic.
2. Alternatively, right-click and select  Open.
3. Enter a Title for the workflow step and a more precise Description in the Added fields.
   Example: Customer enquiry as the triggering action, the sales office is responsible. Enquiries are received by telephone, e-mail or fax.
4. In the Properties in the execution section, define which conditions should apply to the workflow step, by whom and how the step may be executed and how it needs to be documented.
5. Departments or individual staff who are to be responsible for this step can be inserted as Responsible .