How do I create a workflow, and how do I continue working on it?

To create a workflow, first open the desired file from the Files menu (1.). Then click the three dots (2.) and select Start Workflow (3.).

A new window will open. Now fill in all the required fields (areas marked in yellow). If necessary, you can add additional sections (1.). Then click Continue (2.).

You can add a description (1.) and an attachment from the file repository (2.). When you're done, click Start (3.). The relevant people will be notified.

You can now see the generated workflow below the file in the Versions section (1.), as well as under the Workflows menu item (2.).

Click to open the workflow and view its details.

The details page will open. You can view the statuses using the arrow menu.

At the bottom of the page, you can view additional details (1.) and start a conversation (2.).

As the assigned person, you can click the arrow (1.) to open the dropdown menu and select the appropriate status (2.).

Now click Complete Workflow.

A message box will open. Confirm by clicking Finish.

Once everyone in this section has completed their tasks, either the next section (1.) will be displayed or the workflow will end (2.).

Updated on: 14/07/2026