Documentation Index

Fetch the complete documentation index at: https://help-go.include.com/llms.txt

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Workflows Overview

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# Step 6: Workflows

Configure approval and status flows for your business processes:

  1. Workflows - Build the states, transitions, guards, field locks, and triggers that govern projects, tasks, AR invoices, purchase orders, payrolls, and sales opportunities.
  2. How to Use Workflows - Moving items through their stages day to day, and what blockers and warnings mean.

The built-in Purchasing and AR Invoice workflows are system-managed and read-only — clone one if you want an editable starting point.