Getting Started with Workflows

What are Workflows?

Workflows represent internal processes—a series of repeatable steps required to deliver an intended outcome. A workflow can be as simple as “To do > Doing > Done” or more complex, such as the steps in a sales cycle. Workflows are visualised on boards. You can create as many boards as needed, each representing a different process (e.g., Development, Marketing, Hiring). You make a workflow by adding columns to a board, each representing a step in the process. Cards are dragged from column to column as they advance through the steps in your workflow. This format is often referred to as a Kanban board.

Creating Your First Workflow

When starting a workflow, a Kanban board will load with a single column, which represents the start of your workflow and cannot be deleted or renamed. To add columns, click the vertical ellipsis (three dots) on the current single column and select Add Heading, repeating this step for every stage in your workflow. For example, a content marketing workflow might include Unassigned, Prioritized, Drafting, Editing, and Published. You can rearrange the columns by dragging and dropping them to suit your needs.

Adding an Extra Workflow

Please note that only the filmspace owner can add a new workspace. To do so, select the ‘Manage’ section in the side menu, then in the left hand menu, select ‘+ New Workflow’.

Adding Work Items

To create cards, which are the units of work in Pzaz, click the vertical ellipsis on any column and select Add Card. Each card should have a clear, descriptive title, such as “Knowledge Base: Getting Started with Workflows.” You can document cards by adding details like descriptions, due dates, attachments (e.g., documents or links), tasks and subtasks, and team member assignments.