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.
2. On the right hand side, click the button Create Workflow from Existing Pod.
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.
Watch how to create your own workflow