Define your Workflow

introduction workflows serve as a digital version of a checklist for your shipment the workflow master, which comprises the tasks for the complete transportation process, like a door to door shipment, is defined and managed by a supervisor role in the workflow administration module to learn how to manage workflow masters click here second, the booking workflow, which is a specific checklist for a shipment, comprises actual work steps from the workflow master, but not exclusively third, workflow templates are recurring booking workflows that can be saved and applied to new operations without individual selection this guide focuses on selecting work steps from the workflow master, saving templates, and updating workflows conditions a booking must exist workflow masters should be visible when the workflow configuration window appears in case this window is empty, contact your supervisor or system administrator guided steps select from workflow master save a workflow template update your workflow what i learned workflow is the tool that enables teams to keep a single source of truth about shipments' status saving workflow templates enables both time saving and reuse if you selected the wrong steps, you can always modify and update the workflow tree