Workflows

Create and manage custom approval workflows for your company.

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About this course

With Procore's Company level Workflows tool, users will have the ability to create their own custom approval workflows.

  • Create and manage customized workflows
  • Automate manual approval processes
  • Submit items to designated reviewers for approval, and notify users and distribution group members when items are approved

Curriculum24 min

  • Intro
  • The Value of the Workflows Tool 10 min
  • Set Up a Company Level Workflow Template
  • Create a Workflow 5 min
  • Set Up a Project Level Workflow
  • Configure Workflow Settings 1 min
  • Progress a Workflow
  • Execute a Workflow 2 min
  • Troubleshoot a Workflow
  • Unblock a Workflow 1 min
  • Review & Resources
  • Workflows Resources & Review 5 min
  • Conclusion

About this course

With Procore's Company level Workflows tool, users will have the ability to create their own custom approval workflows.

  • Create and manage customized workflows
  • Automate manual approval processes
  • Submit items to designated reviewers for approval, and notify users and distribution group members when items are approved

Curriculum24 min

  • Intro
  • The Value of the Workflows Tool 10 min
  • Set Up a Company Level Workflow Template
  • Create a Workflow 5 min
  • Set Up a Project Level Workflow
  • Configure Workflow Settings 1 min
  • Progress a Workflow
  • Execute a Workflow 2 min
  • Troubleshoot a Workflow
  • Unblock a Workflow 1 min
  • Review & Resources
  • Workflows Resources & Review 5 min
  • Conclusion

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