Workflow gives people the ability to automate processes, keep organized on tasks that need to get done and make sure nothing falls through the cracks.
Note: It is highly suggested you review the following 10 min article on Centerbase.com if you have any interest in workflows and what it can do for you. https://centerbase.com/resources/what-is-legal-workflow-automation/
To begin creating workflows and triggers, click the settings gear icon in the lower left corner of Centerbase and select Manage Workflows.
This will open a new tab for the Workflow Manager where you can view existing active workflows, inactive workflows, and triggers. Selecting a workflow or trigger will open the workflow editor for that specific flow.
Other Workflow Articles:
Workflow Keywords and Definitions: