Use workflows in Google Drive

Introduction to workflows with Powertools
A workflow is a sequence of steps representing a business process. They allow automating and improving the efficiency of those processes by making sure that...
Thu, 6 Jul, 2017 at 2:47 PM
Start a new workflow instance
To start a new workflow instance, the following pre-requirements need to be met:  The workflow first needs to have been created and made live by a Worksp...
Thu, 7 Dec, 2017 at 10:12 AM
Keep track of your tasks and workflows with the Workflow Dashboard
There are two main areas where end users can view workflow instances and take actions when appropriate: the workflows dashboard and the file's properti...
Thu, 7 Dec, 2017 at 9:53 AM
View the workflows history of a file
In the file properties popup, a tab is dedicated to the workflows history of this specific file. It can be accessed directly by clicking on the workflow ico...
Thu, 7 Dec, 2017 at 9:54 AM
Approve a document from the email notification
Whenever a document is pending a user's approval, they receive an email notification similar to the one below:  This email contains the followi...
Thu, 3 Aug, 2017 at 11:28 AM
Managers: Create a new workflow
Managers who wish to view, edit or create workflows need to access the application back office. To do so, they can go in “Settings / Reporting” in the top r...
Tue, 14 Nov, 2017 at 11:42 AM
Managers: Configuring your first approval workflow
First, create your first approval workflow using once of the existing template. Follow the steps described here. After creating your first workflow, you wi...
Tue, 14 Nov, 2017 at 12:15 PM
Managers: Understanding the workflow modeler
The modeler is divided into three main areas:  The drawing area, where the template picked will be drawn. The palette, which contains the different ...
Wed, 15 Nov, 2017 at 2:05 PM
Managers: Workflow deployment process
Once a manager has designed or edited its workflow, in order to fully deploy it and make it available for users in Google Drive, the following steps need to...
Thu, 3 Aug, 2017 at 3:32 PM
Managers: Using the simulator
The simulator intends for managers to test their workflow before making them available for end users in Google Drive. This allows to make sure workflows are...
Tue, 26 Jun, 2018 at 10:04 AM