- Intro
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The Value of the Workflows Tool 10 min
- Set Up a Company Level Workflow Template
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Create a Workflow Template 6 min
- Set Up a Project Level Workflow
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Configure a Project Level Workflow Template 2 min
- Progress a Workflow
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Manage a Project Workflow as a Workflow Manager 2 min
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Respond to a Project Workflow as an Assigned User 2 min
- Troubleshoot a Workflow
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Unblock a Workflow 1 min
- Review & Resources
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Workflows Resources & Review 5 min
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Conclusion
Workflows
Create and manage custom approval workflows for your company.
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