Add further steps to a workflow by right-clicking the last step. Each step can have its own name, description and responsible.
If one action automatically triggers another, select Add step.
If an action allows for alternatives, select Add decision. Two options are created by deafult. Right-click the Decision toAdd option for more choices.
Add an existing workflow as a sub-workflow by selecting Add sub-workflow. Example: In response to a customer enquiry (action 1), the sales rep checks the room occupancy for a date (action 2). If the room is occupied (option 1), a search can be made for other rooms or dates (action 3). If the room is free (option 2), further details on the event can be requested (sub-workflow 1).
Select Insert checklist to create a list with checkboxes that can be ticked off in the workflow documentation.
If a workflow needs to be transferred to another colleague, go to Properties in the execution in the bottom right-hand corner and select a staff member or department from the picklist for the Push to field.