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Workflow and History

  1. Workflow tab Find, filter, export and cancel the workflows your team has started in the Workflow tab of Lean PlanDo Flow.
  2. Create a workflow Build a workflow for a Flow template: add steps and actions, set statuses and processing times, and save it.
  3. Start or schedule a workflow Publish a Flow template, then start its workflow now or schedule it for a set date with assignees for each step.
  4. Best practices for workflow design Follow three rules so your Flow workflows never get stuck and you can assign users while the workflow runs.