Workflows
      Back to home
      1. Canopy Knowledge Base
      2. Reporting & Customization
      3. Workflows

      Initiating and Completing Workflows

      How to use a created workflow

      Once you have created your workflow, you can initiate it from the menu underneath the Quick Links.

      You can change the visibility of this menu from the Manage Roles screen.

      You will be taken to the form you designed originally. Now that we have filled out the information...

      and provided comments...

      We can click Submit.

      The employee we selected to be notified will receive an email to log into their account and approve the workflow!