--- title: Manage Your Status Workflow with Process Flow description: Open Process Flow from your Clients or Candidates page to see every status, rename and reorder statuses, and set the templates each status triggers. --- [Skip to content](https://learn.enginehire.io/en/knowledge/process-flow#main-content) English Show submenu for translations [Contact us](https://learn.enginehire.io/en/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://learn.enginehire.io/tickets-view?hsLang=en) ![enginehire logo thin dark 1.0.png\]](https://learn.enginehire.io/hs-fs/hubfs/enginehire%20logo%20thin%20dark%201.0.png?height=40&name=enginehire%20logo%20thin%20dark%201.0.png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [Contact us](https://learn.enginehire.io/en/knowledge/kb-tickets/new) - [Customer portal](https://learn.enginehire.io/tickets-view) - Go to main page Go to main page Hello! You can find guides on how to do everything in Enginehire here. If you can't find what you are looking for or anything feels out of date, please contact us! - There are no suggestions because the search field is empty. 1. [Enginehire Help Center](https://learn.enginehire.io/en/knowledge?hsLang=en) 2. [Onboarding](https://learn.enginehire.io/en/knowledge/onboarding?hsLang=en) # Manage Your Status Workflow with Process Flow ## See every client and candidate status in one view. Rename and reorder statuses, and add or edit the templates each status triggers. Process Flow shows every status in your workflow in one visual layout, from top to bottom in the order you've arranged them. For each status, you can see which templates are attached, rename or reorder the status, and add or edit the templates it triggers without leaving the view. This article uses clients as the example. The steps are the same for candidates. ### Open Process Flow Click **Clients** (or **Candidates**) in the top navigation bar. In the toolbar above the table, click the **Process Flow** icon. ![](https://learn.enginehire.io/hs-fs/hubfs/undefined-Oct-20-2026-07-53-02-7292-PM.png?width=670&height=193&name=undefined-Oct-20-2026-07-53-02-7292-PM.png) ### Find your way around Process Flow Process Flow opens in a window that lists your statuses from top to bottom, with arrows connecting them in order. Each status card lists the five template types you can attach to that status: **Document Templates**, **Email Templates**, **SMS Templates**, **AI Phone Call Templates**, and **AI SMS Templates**. The number in parentheses shows how many templates of that type are attached, and each attached template is listed by name underneath its type. ![](https://learn.enginehire.io/hs-fs/hubfs/undefined-Oct-20-2026-07-53-03-2474-PM.png?width=670&height=257&name=undefined-Oct-20-2026-07-53-03-2474-PM.png) Click the arrow next to a status name to expand or collapse that status. To expand or collapse every status at once, use the buttons next to the **Statuses** heading. You can also filter the view with the **Filter by Category Type** and **Filter by Location** dropdowns at the top of the window. ### Rename a status in Process Flow Click the pencil icon (**Edit Status**) on the status card, then update the status name. ![](https://learn.enginehire.io/hs-fs/hubfs/undefined-Oct-20-2026-07-53-03-8110-PM.png?width=635&height=400&name=undefined-Oct-20-2026-07-53-03-8110-PM.png) To add a new status to your list, see [How to Add a New Client/Candidate Status](https://learn.enginehire.io/en/knowledge/how-to-add-a-new-client/candidate-status?hsLang=en). ### Reorder your statuses Click and hold the drag handle (the six dots) on the right side of a status card, then drag the status to its new position in the list. ![](https://learn.enginehire.io/hs-fs/hubfs/undefined-Oct-20-2026-07-53-04-1496-PM.png?width=635&height=490&name=undefined-Oct-20-2026-07-53-04-1496-PM.png) ### Add a template that triggers on a status change Every template type on a status card has a **+** icon next to it. Click the **+** icon to add a template of that type to the status. For document and email templates, you can choose an existing template or create a new one. ![](https://learn.enginehire.io/hs-fs/hubfs/undefined-Oct-20-2026-07-53-04-4635-PM.png?width=635&height=335&name=undefined-Oct-20-2026-07-53-04-4635-PM.png) Templates attached to a status are triggered when a client or candidate is moved into that status. To see what happens when you change someone's status and an email template is attached, see [Set Up Status-Triggered Emails for Candidates](https://learn.enginehire.io/en/knowledge/setup-status-triggered-emails?hsLang=en). ### Edit a template attached to a status Click the pencil icon next to an attached template's name to open the template and edit it. ![](https://learn.enginehire.io/hs-fs/hubfs/undefined-Oct-20-2026-07-53-03-5619-PM.png?width=635&height=335&name=undefined-Oct-20-2026-07-53-03-5619-PM.png) For more on editing triggered emails and documents, see [Edit Trigger Email Templates and Trigger Documents Templates](https://learn.enginehire.io/en/knowledge/edit-trigger-emails?hsLang=en). - [Onboarding](https://learn.enginehire.io/en/knowledge/onboarding?hsLang=en) - [Application Forms & Profiles](https://learn.enginehire.io/en/knowledge/application-forms-profiles?hsLang=en) - [Templates & Communication](https://learn.enginehire.io/en/knowledge/templates-communication?hsLang=en#main-content) - [Documents](https://learn.enginehire.io/en/knowledge/templates-communication?hsLang=en#documents) - [Jobs](https://learn.enginehire.io/en/knowledge/jobs?hsLang=en) - [Payments](https://learn.enginehire.io/en/knowledge/payments?hsLang=en) - [Integrations](https://learn.enginehire.io/en/knowledge/integrations?hsLang=en) - [App](https://learn.enginehire.io/en/knowledge/app?hsLang=en) - [For Candidates & Clients](https://learn.enginehire.io/en/knowledge/for-candidates-clients?hsLang=en) - [Backup Care](https://learn.enginehire.io/en/knowledge/backup-care?hsLang=en#main-content) - [Instant Book](https://learn.enginehire.io/en/knowledge/backup-care?hsLang=en#instant-book) - [Data Import & Export](https://learn.enginehire.io/en/knowledge/data-import-export?hsLang=en) - [Reporting & Logs](https://learn.enginehire.io/en/knowledge/reporting-logs?hsLang=en) - [Error](https://learn.enginehire.io/en/knowledge/error?hsLang=en#main-content) - [Authentication](https://learn.enginehire.io/en/knowledge/error?hsLang=en#authentication) - [Settings](https://learn.enginehire.io/en/knowledge/settings?hsLang=en) - [Domain](https://learn.enginehire.io/en/knowledge/domain?hsLang=en) - [Webinars and Training](https://learn.enginehire.io/en/knowledge/webinars-and-training?hsLang=en) - [Ways to Grow and Make More Money](https://learn.enginehire.io/en/knowledge/ways-to-grow-and-make-more-money?hsLang=en) - [Placements](https://learn.enginehire.io/en/knowledge/placements?hsLang=en#main-content) - [Job Board](https://learn.enginehire.io/en/knowledge/placements?hsLang=en#job-board) - [Enginehire Team Internal Videos](https://learn.enginehire.io/en/knowledge/enginehire-team-internal-videos?hsLang=en#main-content) - [Settings](https://learn.enginehire.io/en/knowledge/enginehire-team-internal-videos?hsLang=en#settings) - [AI](https://learn.enginehire.io/en/knowledge/ai?hsLang=en) - Home - Products - Pricing - Blog - Company [![Chill listening crop-3](https://learn.enginehire.io/hs-fs/hubfs/enginehire%20logo%20thin%20dark%201.0-1.png?width=68&height=24&name=enginehire%20logo%20thin%20dark%201.0-1.png "Chill listening crop-3")](https://enginehire.io) Enginehire Help Center Copyright © 2026, Enginehire Inc.