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Log in as a designer user. You may Create a New Workflow from the Projects Home page or from the Forms & Workflows Home page within a project.

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Create a New Workflow from Projects Homepage

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Simply click Finish when you are done adding and configuring your steps. You will be redirected to the Workflow Designer where you can further customize your workflow and steps. See how it works in this short video!

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Custom Messages

The Workflow Design Wizard will also automatically customize the Task Information, History, and Pending messages and Task Notification based on the type of step and assignment you chose. 

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