Add/Edit/Delete a Workflow instance

To create a Workflow instance:

From Main Menu (For a Workspace/Non-Project)

1. On the main menu, click Workflow, and then click New
2. Select the appropriate Workflow.
3. The Workflow instance can be initiated under a project or non-project (Workspace) depending on your selection. 
4. Click on Next.
5. In the Summary* box type summary of the Workflow instance.
6. You can enter data in fields like Priority, Due Date depending upon the requirement.
7. Other fields like the Assigned To, Requestor, etc are visible depending upon your Workflow Definition.
8. You can attach local documents or a Google Documents at this stage if required.
9. Enter the details. Click Submit.
   

From a Specific Project.

1. Go to the project where you want to initiate the Workflow instance.
2. From the project actions drop-down , navigate to Add and then point to Workflow.
3. Select the Workflow in which you wish to initiate the workflow.
4. In the Summary* box type summary of the process.
5. You can enter data in fields like Priority, Due Date depending upon the requirement.
6. Other fields like the Assigned To, Requestor, etc are visible depending upon your Workflow Definition. 
7. You can attach local documents or a Google Documents at this stage if required.
8. Enter the details. Click Submit

To edit the Workflow:

1. Go to your Workflow
2. From the action drop down of the workflow , click on Edit.
3. Edit the required attributes.
4. Click Submit. The changes will be saved.

To delete the Process:

1. Go to your Workflow
2. From the action drop down of the workflow , click on Delete. The process will be deleted and will no more be seen in reports or when filling time on Weekly Time screen.