Add a Workflow

  1. Navigate to the Company level Workflows tool.

  2. Click Create.
    This opens the 'Add a Workflow' window.

    add-a-workflow.png

  3. Name your new workflow.

  4. Choose your workflow's tool from the Tool menu.

    Tip icon Tip

    For a list of available tools, see Which Procore tools support Workflows?

  5. Click Create.
    This opens the workflows builder in a new browser window and creates a Version 0.1 in the Draft status.

    first-step.png

  6. Under General Information, select an option from the Type list.

  7. Continue by adding the type of step you want.