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6 articles available

Admin

• How do I publish a guest request form?
  Share an intake form with people outside your workspace so they can submit requests without a login.

Getting Started

• How do I set up my first workflow?
  A walkthrough for creating your first request workflow, from team setup to routing rules.
• How do I invite my team?
  Invite teammates, assign them to departments, and set the right role for each seat.

Troubleshooting

• What do I do if a request is stuck?
  Diagnose a request that has not moved for a while and get it back on track.

Workflows

• How does workflow routing work?
  Understand how requests move between departments, how branching works, and where to configure the rules.
• How do I set up approval chains?
  Configure sequential or parallel approvals on any workflow step, including thresholds and delegates.