Workflow

What type of workflows can I choose?

To get started quickly, there are many great built-in workflows included in your Brightpod account. Workflows allow you to copy previous pod tasks (including task types associated to a task,) task li...

What are Workflows?

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 “Workf...

How do I setup a workflow when adding a new pod?

Workflows are pre-built set of milestones, task lists, tasks (including task types associated to a task), and invited team members that you can apply to a new Pod. You will be given an option to selec...

How did you come up with these Workflows?

We designed our Brightpod workflows through a combination of collaborating with digital agencies, small marketing firms, and research that led us to how workflows should be designed.  We hope you lik...

How can we delete workflows?

Any Custom Workflows that you have created can be removed at anytime. Brightpod pre-built Workflows that come automatically with your account cannot be removed. To delete a Custom Workflow: 1. Click ...

Can I view a workflow before using it?

When adding a new pod or viewing the workflows page, you can preview any workflow by clicking on the title of the workflow.   When previewing, you will see milestones, task lists, tasks, and task...

Can I add my own Workflow?

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 ...

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