Creating a custom workflow view

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This is where the magic happens.

Once you have created your own workflow, you can create your own custom view with a few preselected workflows.

This means you can preselect workflows and only see the ones that fit your needs.

For example, if you only needed 5 of 10 workflows created for one team, but another team needs 8 of the 10, each team would have the ability to create their own custom view.

How to do it

Begin by viewing your filters and selecting all the workflows for your custom view. Once you’ve selected your workflows, create a saved filter. You will be able to share this saved filter with other users.

Creating a saved filter for workflow views

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