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How do I create a Notification Workflow?

In this article, you’ll learn how to set up notification workflows to send automated reports directly to your team’s inbox.

1. Create or Add a New Workflow

1Go to the Settings menu.
2Navigate to Workflows.
3Click the Add Workflow button.
4A window with a selection of new workflows will open.
5Select the desired workflow by clicking on it, then click the Continue button.

2. Define the Workflow Rules Step by Step

  • How often is this sent out to the recipients?


  • When should the workflow be executed the next time?



  • Which departments should be excluded?


  • Which Work Schedules should be excluded?


  • What is the observation period?


  • Recipients based on role or specific recipients.


3. Activate / Deactivate Workflows

1Go to the Settings menu.
2Navigate to Workflows
3Here you’ll find all notification workflows listed in a table.
  • Activate or deactivate a workflow by clicking the menu button.

  • Edit the workflow rules by clicking the edit icon (pencil) (see step 2).

  • Click the copy icon to duplicate the workflow.

Now you know how to manage your email notification workflows.

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