Workflows are pre-built set of milestones, task lists, tasks (including task types associated to the task), and invited team members that you can easily apply to a new Pod. The idea of a “Workflow” is to help you get started quickly. There are Workflows already included in your Brightpod account, but you can also create your own.
For example, you are engaged in managing a client’s email marketing campaign. Our Email Marketing Template workflow can be selected while adding a Pod so that you don’t have to manually add Milestones and Tasks required to get this type of a project completed.
Workflows are also great when you want to clone/duplicate a project and use the same set of tasks for another project.
For more information, take a look at How to Create Workflows.