Workflow Overview

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/features/automated-workflows/

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.