Intro to Workflow Instances

A workflow type is the blueprint. A workflow instance is the real thing in motion: one membership request moving through approval, one HR process waiting on a response, one task sitting in someone's queue. Once your workflows are live, this is where you keep an eye on them.

This section shows you how to find and manage the workflows running across your organization, dig into the details of a single one and view the workflows waiting on you personally. You will learn where active work lives, how to check on its progress and how to step in when something needs a nudge.

Think of it as your control room. The building happens elsewhere. Here you watch the work flow and keep it moving.