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Initiate a Workflow

Learn how to initiate a workflow in Lean PlanDo Flow

Leanstation Support avatar
Written by Leanstation Support
Updated over a year ago

Once you have a form ready, and a workflow attached to it, you can publish the form and initiate a workflow among your project team members.

Under the Project Forms tab, a published form's workflow can be scheduled to start on a certain date, or initiated immediately.

Schedule a workflow

Click on Schedule to start the workflow on a particular date.

Start a workflow

Click on Start workflow to initiate the workflow immediately.

Initiated workflows and workflows in progress will be shown under the Workflow tab. To learn more about the Workflow tab, click here.

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