Video in production

What is a workflow in Teralo

A live run on a record, the template behind it, and where templates are kept.

What you will learn

  • A live run
    Open a progress claim partway through approval and read its run as a strip of chips across the record.

  • Templates and runs
    Each run follows a template bound to the record's tool, type or contract, or chosen when a procurement record is submitted.

  • Where workflows live
    Open the Workflows tab in a tool's settings, at organisation and at project level.

  • Tools without a workflow
    Tools such as Documents, Mail, Meetings, Site Messages, Photos, Program, Injuries, Locations and Estimating have no workflow.