Keepeek - Processing a Workflow Step

At each step transition, an alert email is sent to the new step's assignees with a direct link to the workflow. It is also accessible from the workflow menu.

To process a workflow step:

Method 1:

1. Click on the link sent by email.
2. Make the necessary changes.
3. Confirm your action. You can:
   • Return to the previous step:
     • Click on "Return to the previous step."
     • Enter the message for the previous step's assignee and, if needed, set a due date.
     • Click "Send."
   • Move to the next step:
     • Click on "Move to the next step."
     • Enter the message for the next step's assignee and, if needed, set a due date.
     • Click "Send."
   • Close the workflow:
     • Click "Close." A pop-up will appear, asking for confirmation.
     • Click "Close."

Method 2:

1. Open the Workflows menu.
2. Select the workflow of your choice.
3. Click on "Steps" in the left panel of the screen.
4. Make the necessary changes.
5. Confirm your action. You can:
   • Return to the previous step:
     • Click on "Return to the previous step."
     • Enter the message for the previous step's assignee and, if needed, set a due date.
     • Click "Send."
   • Move to the next step:
     • Click on "Move to the next step."
     • Enter the message for the next step's assignee and, if needed, set a due date.
     • Click "Send."
   • Close the workflow:
     • Click "Close." A pop-up will appear, asking for confirmation.
     • Click "Close."

The workflow becomes visible only to its creator and the assignees of the current step.