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Manage Your Process Workflow

Use the Process Flow tool to view and manage your status workflow in a visual layout. This allows you to see each status in your process, understand what happens at every stage, and make adjustments directly from the workflow view as needed.

For demonstration purposes, this article uses clients to show the workflow structure. You can follow the same steps to manage workflows for candidates.

Let’s get started 🚀


Step 1: Log in to your agent dashboard and click the View Process Flow button, as shown in the screenshot below.


Step 2: You can edit any status name as required by clicking the pencil icon next to the status.

 

Step 3: You can also click the + icon to add an existing document template or create a new one to trigger it whenever a status change occurs, as needed.

 

Similarly, you can add an existing email template or create a new one to trigger at any status change, as required, by clicking the + icon, as shown in the screenshot below.

 

 

Step 4: You can edit the existing document or email template, if required, by clicking the pencil icon next to it.

 

 

Step 5: You can also use the drag-and-drop feature to reorder the statuses as needed.