Workflow steps and actions

Your workflow consists of workflow steps. You can think of a workflow step as synonymous with a step in your process. 

We provide a variety of workflow step types for maximum flexibility and efficiency. 

• Text: A rich text step that provides endless flexibility on the type of information you can provide. 
• Great for: explaining a concept, sharing information
• Example use case: Sharing company policies or principles
• Assignee action: Mark as read

• To-dos: a list of tasks/to-dos the user must check-off to mark as complete.
• Great for: checklists, to-do’s, easy-to-forget requirements
• Example use case: organization equipment checklist
• Assignee action: User must check off each item in to-do list to complete step

• Form: Similar to other forms, the workflow creator can request specific information, and the assignee answers with that information.
• Great for: information collection, surveys
• Example use case: meal preferences for a organization event
• Assignee action: depends on field requirements (optional, required), but if required user must input requested information.
• Special note: All information the user provides in a form can be later used as a parameter in later steps.

• Embed: Add videos and rich media.
• Great for: sharing informational videos
• Example user case: Organization training videos
• Assignee action: Mark step complete

• Email: Trigger an automated email to specific people.
• Great for: Sending a pre-populated email from the assignee directly from the workflow.
• Example use case: Emailing manager for time off
• Assignee action: Send email

• Approval: Request sign-off from a specific person in Qatalog. The approver will receive a Qatalog notification requesting their approval.
• Great for: actions requiring third-party approval
• Example use cases: Budget approval, project sign-off
• Assignee action: Request approval

• Slack: Create a Slack channel or post a message to a Slack channel.
• Great for: Sending a note to a specific team directly from the workflow.
• Example use case: Alerting team you’ll be going OOO.
• Assignee action: Send message (post a message to Slack channel), or Create channel (creating a Slack channel).

• Asana: Create a task in an Asana project.
• Great for: Adding a task to an Asana project.
• Example use case: Submitting a feature idea on an Asana roadmap.
• Assignee action: Create task

• Trello: Create a card in a list within a Trello board.
• Great for: Creating a card within Trello directly from Qatalog.
• Example use case: Adding a suggested event location to an event planning Trello board. 
• Assignee action: Create task

• Jira: Create an issue in a Jira project.
• Great for: adding an issue to a JIRA project directly from Qatalog.
• Example use case: Reporting a bug on a bug burndown JIRA project.
• Assignee action: Create issue.

• Box: Upload a file to Box, or create a new folder in Box.
• Great for: Uploading a file to Box, creating a folder in Box
• Example user case: Uploading a receipt
• Assignee action: Upload file, Create Folder

• Dropbox: Upload a file to Dropbox, or create a file in Dropbox.
• Great for: Uploading a file to Dropbox, creating a folder in Dropbox
• Example user case: Uploading a receipt
• Assignee action: Upload file, Create Folder

• Google Drive: Upload a file to Google Drive, or create a file in Google Drive.
• Great for: Uploading a file to Google Drive, creating a folder in Google Drive
• Example user case: Uploading a receipt
• Assignee action: Upload file, Create Folder