My Account Users can access their Account details via the menu (top left) or directly via https://accounts.workfloplus.com/ At the top of the screen you will see a summary, including a list of all permissions th... Administration WorkfloPlus v3
Sync Status Users can check progress of any synchronisation by clicking on the Cloud icon on the top right side of WorkfloPlus v3. If the server is still syncing any data it will be displayed here. Users can refr... Administration WorkfloPlus v3
Adding Tasks to a Job To add a new task or activity to your job select ADD NEW TASK in your job panel. Clicking on the dropdown arrow will present you with a list of all available Tasks (or Workflows) on your team. Simply ... Creating & Running Jobs WorkfloPlus v3
Scheduling Jobs Once you have created your job, you have the option to specify a Scheduled date (start on) or a Due By date (finish by) depending on your requirements. To schedule the Job to start after a specific da... Creating & Running Jobs WorkfloPlus v3
Job Sharing When a new job is created, by default, the user creating that job will be able to see the job and run it. One of the key benefits of WorkfloPlus v3} is the ability for people to work collaboratively w... Creating & Running Jobs WorkfloPlus v3
Job Browser Select "View All Jobs" on the top right side of the Home Page to open up the Job Browser: This link can also be accessed via the menu on the top left side of the Home Page: The advanced Job Browser en... Administration WorkfloPlus v3
Adding a New Workflow To add a new workflow please click on on the burger menu (top left) and select Workflows. This will bring up a list of all workflows available on the team: To add a new workflow to the team, click on ... Administration WorkfloPlus v3
Adding and Managing Workflow Versions Adding new Version (zip file) To add a new version of a workflow to the Web Client please click on on the burger menu (top left) and select Workflows. This will bring up a list of all workflows availa... Administration WorkfloPlus v3 Workflow Panel
Uploading a new Workflow - Live/Draft/Approval When a new workflow is added it can be set to either Live (default), Draft, or For Approval. If a Workflow is set to DRAFT or FOR APPROVAL mode it will be highlighted in the Workflow Panel and on the ... Administration WorkfloPlus v3