Workflow Configuration Form
Provide details to set up and document your workflow process for automation or management.
Workflow Name
*
Workflow Description
*
Workflow Objective/Purpose
*
Workflow Category
*
Please Select
Onboarding
Approval Process
Incident Management
Procurement
Leave Request
Other
Workflow Priority
*
Low
Medium
High
List the steps or tasks in this workflow (in order)
*
Trigger Event (What starts this workflow?)
*
Workflow Conditions or Criteria (if any)
Roles or Users Involved (list all)
*
Permissions/Access Levels Required
*
Notification Preferences
Send email notifications
Send SMS notifications
Send in-app notifications
No notifications needed
Other
Workflow Deadline or Expected Completion Time
-
Month
-
Day
Year
Date
Hour Minutes
AM
PM
AM/PM Option
Upload any related documentation or diagrams
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Submit Workflow
Should be Empty: