Workflows User Guide

What are workflows? A workflow is a process that defines a unique approval path for an item on your projects. For example, a workflow allows you to create steps to 'Approve' an item (such as a subcontractor invoice or contract) in Procore. A workflow template would define the responsible roles, groups, and conditions for routing an item through that approval process—and that process is tailored to suit the unique needs and specific requirements of your company's business environment.

How to migrate from legacy to self-service workflows. Self-service workflows are replacing legacy workflows built by Procore's Custom Solutions team. If you have previously used legacy workflows, your company will need to update each tool using self-service workflows before new workflows can be built by your company.

How to create and manage workflow templates. Learn how to build and manage your own workflow templates in the company Workflows tool.

How to assign workflows to projects. After creating workflow tempates in the Workflows tool, they will need to be assigned to your projects. This allows you to the flexibility to create workflows that can be used on a single project, or every project.

How to configure workflows for use on projects. The final step before a workflow is active on an item. Configure roles, responsibilities, and notifications for your workflows.

How to view and respond to a workflow. Use your workflow templates to facilitate the approval process for your item(s).