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Adding Workflows

We have pre-configured workflow tools and templates you can use to complete your work on the PW platform. You can add them from the Marketplace (select Username > Marketplace).

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

In the Marketplace, you can use either the search bar or the Category pane to sort workflows. By default, all items under Category are collapsed but will expand when you click them.

You can select any workflows you want to use by clicking Add Parallel Workflow.

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

After adding a workflow, the button will change to a green Workflow Added icon.

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

Any workflows that you’ve added will appear on your Workflows page.

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.