How to set up workflow steps

To add a new workflow step, you should do the following actions:

1. Navigate to Workflow Steps in Administration. 

2. Click the New Workflow Step button. 

3. Choose the name and write a description (optional).

4. Select the type of workflow step. If you don't know what each type means, we recommend you to read the article on what the workflow steps are.   

5. Switch the toggle if need the workflow step to be active at once. Or, you can activate the workflow step later. 

6. Click the "Create" button. 

To edit an existing workflow step, you need to do the following: 

1. Click on a pencil icon to open a workflow step for editing.

2. You can change the name, the description and the type of the existing workflow step. 

3. You can also change the status of the current workflow step — activate or deactivate it. 

4. Click Save to apply changes.