9 articles
Workflow Administration
Workflow templates, supervision, SLA planning, escalation, and administrator controls.
Start with these workflow administration guides
Use these articles to learn the core concepts, complete common tasks, and troubleshoot the most frequent questions in this DeskDox area.
Articles in this section
Workflow Admin Side Overview
Understand the administrative workflow pages used to configure approval routing, monitor workflow performance, and supervise active or exceptional workflows.
2 min readCreate or Edit a Workflow Template
Open the workflow template editor, complete required fields, save changes, and understand why editing may be blocked.
2 min readWorkflow Templates List
Find workflow templates, understand list filters and status badges, and open the editor when your permissions allow it.
2 min readWorkflow Supervision Console
Monitor active workflow tasks, find overdue or stuck workflows, and use admin actions when permissions and policy allow them.
2 min readWorkflow Template Activation and Status
Understand the difference between draft/published status and active/inactive availability.
2 min readWorkflow Template Basic Info
Configure the core details that identify a workflow template and influence how it appears to users.
2 min readWorkflow Template Default Folder Picker
Select the default destination folder used by a workflow template when the configured flow supports it.
2 min readWorkflow Template Steps and Routing
Configure the approval or review stages that determine who receives workflow tasks, and how documents are routed through the approval path.
2 min readWorkflow Stats Dashboard
Use the admin workflow reporting page to review workflow volume and outcomes.
2 min read