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Before You Begin

This tutorial will walk you through designing your first simple workflow. We will create a standard TO DOIN PROGRESSDONE lifecycle, which is the foundation for countless business processes.
Prerequisite: This guide assumes you have already created a Function and an Object Type named “Task”. If you haven’t, please follow our Creating Your First Object Type guide first.
You are now acting as the architect, defining the official path that all “Task” Objects must follow. A clear workflow is the foundation of a predictable and reportable process.

Step-by-Step Guide: Creating a ‘Task’ Workflow

Your First Workflow is Ready!

Congratulations! You have now successfully designed a complete, logical workflow. Every “Task” Object created from this Object Type will now be bound to this exact TO DOIN PROGRESSDONE lifecycle. This simple act enforces your business process, ensures data consistency for reporting, and makes the status of every task instantly understandable.

What’s Next?

A workflow is more than just boxes and arrows. The next step is to learn about the properties and rules that give your statuses power and intelligence.