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Create a Workflow Template
Configure Your Workflow
Invite Your Team
Run a Workflow
Get Started
Quickstart
Get started with ProcessZen in minutes
Create a Workflow Template
Log in to your ProcessZen dashboard
Click “New Template” in the top right corner
Design your workflow using the drag-and-drop interface
Add steps, assign roles, and set conditions as needed
Save your template
Configure Your Workflow
Open your newly created template
Set up input fields for data collection
Configure integrations with external tools if required
Establish approval processes and notifications
Invite Your Team
Go to “Team Settings” in the dashboard
Click “Invite Members”
Enter email addresses and assign roles
Send invitations
Run a Workflow
From the dashboard, select “New Workflow Run”
Choose your template
Fill in the required input fields
Click “Start Workflow”
Congratulations! You’ve just created and run your first ProcessZen workflow. For more detailed information on each step, check out our comprehensive guides in the sidebar.
Create Templates
Learn how to design effective workflow templates
Manage Team
Discover team management best practices
Run Workflows
Explore advanced workflow execution techniques
Integrate Tools
Connect ProcessZen with your favorite tools
Introduction
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