Workflows
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      1. Documentation
      2. Workflow Management
      3. Workflows

      Managing Workflows

      Effectively managing workflows in DropsLab Core involves a series of essential actions: Previewing, Editing, Deleting, Copying, and Moving. This guide provides detailed instructions for each of these actions to ensure streamlined project management and efficient workflow organization.

      Prerequisites

      Before proceeding, ensure:

      • You are logged into your DropsLab Core account.
      • You have the necessary permissions to manage workflows.

      1. Previewing a Workflow

      Previewing a workflow enables you to review its structure and details before making it active.

      Step-by-Step Instructions:

      1. Navigate to the Workflows Page

        • Access the main menu and select 'Workflows'.

      2. Select the Workflow

        • Locate the workflow you wish to preview in the list.
        • Click on the three dots (...) next to the workflow name.

      3. Click on Preview

        • From the dropdown menu, select 'Preview'.

      2. Editing a Workflow

      Editing a workflow allows you to modify its details such as name, description, or tasks.

      Step-by-Step Instructions:

      1. Navigate to the Workflows Page

        • Log into your DropsLab Core account.
        • Access the main menu and select 'Workflows'.

      2. Select the Workflow

        • Find the workflow you wish to edit in the list.
        • Click on the workflow name to open it.

      3. Make Edits

        • Update the necessary fields including name, description, or tasks.

      4. Save Changes

        • Click 'Save' to apply your edits.

      3. Copying a Workflow

      Copying a workflow creates a duplicate, allowing you to generate a new version based on an existing workflow.

      Step-by-Step Instructions:

      1. Navigate to the Workflows Page

        • Log into your DropsLab Core account.
        • Access the main menu and select 'Workflows'.

      2. Select the Workflow

        • Locate the workflow you wish to copy in the list.
        • Click on the three dots (...) next to the workflow name.

      3. Click on Copy

        • From the dropdown menu, select 'Copy'.
        • Enter a new name and any required details for the copied workflow.
        • Click 'Create' or 'Save' to confirm.

      4. Deleting a Workflow

      Deleting a workflow removes it permanently from DropsLab Core.

      Step-by-Step Instructions:

      1. Navigate to the Workflows Page

        • Log into your DropsLab Core account.
        • Access the main menu and select 'Workflows'.

      2. Select the Workflow

        • Locate the workflow you wish to delete in the list.
        • Click on the three dots (...) next to the workflow name.

      3. Click on Delete

        • From the dropdown menu, select 'Delete'.
        • Confirm the deletion when prompted.

      5. Moving a Workflow

      Moving a workflow allows you to change its location or categorization within DropsLab Core.

      Step-by-Step Instructions:

      1. Navigate to the Workflows Page

        • Log into your DropsLab Core account.
        • Access the main menu and select 'Workflows'.

      2. Select the Workflow

        • Locate the workflow you wish to move in the list.
        • Click on the three dots (...) next to the workflow name.

      3. Click on Move

        • From the dropdown menu, select 'Move'.
        • Choose the new destination or category for the workflow.
        • Click 'Save' or 'Move' to apply the changes.

      Conclusion

      Mastering the processes of Previewing, Editing, Deleting, Copying, and Moving workflows in DropsLab Core ensures optimal project management and workflow organization. This guide provides a comprehensive overview of these essential actions, helping you enhance productivity and streamline workflow processes. Adjust the content to align with your system's interface and functionalities as needed.