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Adding Workflows

In the PW Marketplace, we have pre-configured workflow tools and templates you can use to complete your work on the platform.


This page is a quick-start guide for adding workflows. For more detailed information about the Marketplace, please see Navigating the Marketplace.

Click Marketplace.

Screenshot of the user selecting Account from the User dropdown menu.

Click the workflow you want to add.

Screenshot of the user selecting a workflow in the PW Marketplace.

Click Use latest version.

Screenshot of a worklflow's icon changing to a green Workflow Added icon.

The Use latest version button will turn green, and the message Using version successfully will appear in the bottom right corner of your screen.

On the Workflows page, the workflow will appear in the Marketplace Workflows section. The workflow's version will be included in its Name and Tags.

Screenshot of the user selecting the recently added workflow on the Workflows page.

Favoriting Workflows

You can add frequently used workflows to your Home page for easy access.

On the Workflows page, click the slashed heart icon to favorite a workflow. The icon will change to a plain heart after you click it.

Screenshot of the user selecting the favorite icon on the Workflows page.

The workflow will now appear in Favorite Workflows on the Home page.

Screenshot of the favorited workflow appearing on the user's Home page.