Getting Started With Workflow Templates

Key points covered in the video:

• Creating a new template for a simple workflow involves giving the template a unique name and outlining the process by adding steps.
• Use the Kick-off Form to get the necessary inputs from the user when they are launching a new workflow. Pneumatic supports a variety of data fields such as text, checkboxes, radio buttons, links.
• Variables from the Kick-off Form can be used throughout the template to customize each step and pass information down the pipeline.
• Each task must be assigned to one or several performers, optionally, you can set relative deadlines for task completion. Tasks can also be assigned to user fields.
• Step output fields can be used to store the results of one step and pass them down the workflow to subsequent steps. Tasks with multiple performers can require completion by all the performers before the process can move on to the next stage.
• Workflows can be snoozed for a certain period of time so that when one step completes, the tasks in the next step don’t get assigned immediately but after a pause.
• Conditional tasks can be created based on data obtained from users via kickoff form fields and outputs. Conditional logic can be utilized to skip or conditionally include some steps as well as to end the workflow early.
• Once the template is complete, enable it to start running workflows from it.