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.