![]() Click on the pencil icon at the left of the Group Name to edit or delete an existing workflow group. Click on the Add Workflow Group button to add a new group.Ģ. These users and groups will be auto populated in the Assigned To field on the workflow.ġ. ![]() You can create groups like Administrator, Manager, etc. You can unshare the workflow by checking the checkbox to the left against that user and clicking on the Remove Selected User button. If the "Notify the users by email when adding them to the share" checkbox at the bottom is checked, any users added to the workflow share will get notified by email about the workflow, or the workflow link for creating a ticket, being shared to them. You can check the checkbox "Restrict ticket view" to restrict the ticket view to only those tickets that are either created by or assigned to the user, or, the user has participated at any step of the ticket life cycle. Select the permission to be assigned to the selected user and click on the Add User button. You can type in the username or select the users with whom you want to share the workflow or the workflow link for creating a ticket. Workflowy is free to use and free to add up to 250 items every month – but if you sign up by clicking here you and I will each get another 250 items every month! There’s also an inexpensive pro version, which gives you unlimited items, private sharing (sharing between Workflowy members only, rather than via a less secure link that could be shared), Dropbox backup and more.Manage security settings like setting up passwords to open the workflow link for creating a ticket, setting up an expiration date beyond which the workflow link for creating a ticket will not be accessible to users, graphical signature of the user, etc. ![]() And better than just viewing it, you can actually edit the list and add your own items to it – without even having a Workflowy account. ![]() In fact, here you go … click here and you’ll see a list I’ve started of ideas for forthcoming newsletters. Things like business ideas, novel plot lines, films I want to see, topics for future newsletter etc etc … While I don’t think I’d ever use Workflowy as a daily “to do” list – I need the structure of dates and deadlines – I have found it an incredibly useful place for dumping all those things that swirl round in my mind and keep me awake at night.
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