Workflows Overview

Prev Next

# 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.