Do you have a list of tasks that are the same for a certain set of clients? For example, the steps to get an SEO or a Facebook Marketing project done might be the same for certain clients.

Turning an existing pod into a workflow is the smart way to save these steps and reuse them when you have a new client.

To add your own workflow, you need to convert an existing pod that you have created into a workflow. This will save the workflow as a Custom Workflow.

Let’s say you have an Email Marketing Workflow that you always use for clients and want to save it as a Workflow.

1. Select the orange pod and click Workflows.

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2. On the right hand side, click the button Create Workflow from Existing Pod.

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3. Select the Pod name that has the workflow you want to save and enter a name for the workflow.
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The next time you add a new pod, or view Workflows, you can select this modified workflow from the bottom of the page under Your Custom Workflows.

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Watch how to create your own workflow