Loctax

This article walks you through the different steps while setting up your workflow.

Setting up your Workflow step-by-step

Learn how to edit the entities and tasks of your workflow.

Change your ongoing Workflow

Save time by rolling forward workflows instead of creating new ones

How to roll forward workflows

Bart Van Remortele

Megan Traynier

Want to learn more about Workflows? This is the right place!

Workflows

Find answers and get help from Intercom Support and Community Experts

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