Step-by-Step Guide to Create and Configure Workflows in BuildPass

Step 1: Access Workflows

Open BuildPass and click on "Workflows".

Step 2: Configure Workflows

Click on "Configure workflows".

Step 3: Create a New Workflow

Click on "New workflow".

Step 4: Name Your Workflow

Give your workflow a name.

Step 5: Select Project

Open the project selector (it will say "No Project").

Select the project(s) you would like the workflow to be configured on.

Step 6: Set Trigger Resource

Select the resource you would like to use as your trigger.

Choose either "checklist" or "site diary".

Step 7: Associate Checklist

Choose the checklist you want it to be associated with.

Step 8: Define Trigger Conditions

Choose your trigger conditions.

Select from the available options.

Step 9: Create Workflow

Click on "Create Workflow".

Choose the plus icon (+).

Step 10: Configure Notifications

Choose between sending an email or a notification.

Select your recipients.

Step 11: Assign Task

Choose your assignee.

Select "Done" when ready.

Step 12: Custom Message

Enter a custom message that will be sent to the assignee.

Step 13: Activate and Save Workflow

Activate the workflow.

Save your workflow.