Add steps to a workflow

Last updated: May 12, 2026

You can customize workflows by adding steps to guide your team through tasks and ensure consistency.

Create a workflow

  1. Click Settings in the sidebar.

  2. Click Workflows under the "Operations" section.

  3. Click + Create new workflow.

Configure workflow steps

  1. Configure the initial step:

Enter a Step Name.

  1. Add content using the rich text editor.

  2. Select an Assignee: Operator, Client, or Installer.

  3. Check Visibility for Operator, Client, or Installer.

  4. Note that client users will not see input fields on workflow steps where they are not the designated actor, even if the step is visible to them.

  5. Note that empty step groups are not displayed.

  6. Click Add at the top of the editor.

  7. Select a step type, for example, Standard step.

  8. Configure the new step by repeating the actions from step 1.

Save or publish

When saving your workflow, any tasks added to its steps will now save reliably.

  1. Click Save draft to save your progress without making the workflow active.

  2. Click Publish to make the workflow live and available for use.

Need help? Contact Installer.com support.