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workflows

Create a Workflow

Step-by-step guide to creating automated workflows

4 min readElevolt TeamUpdated 2025-12-28

On this page

  • Before You Begin
  • Creating a New Workflow
  • Step 1: Start Creation
  • Step 2: Basic Information
  • Step 3: Add Tasks
  • Task Settings
  • Step 4: Order Tasks
  • Step 5: Review and Save
  • Editing Existing Workflows
  • Workflow Design Tips
  • Task Clarity
  • Realistic Timelines
  • Dependencies
  • Example Workflow: Onboarding
  • Testing Workflows
  • Common Mistakes to Avoid
  • Next Steps

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