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Create a Self Service Workflow

Self-service workflows allow members to complete a workflow without the need for an Admin or Supervisor to assign it.

Self-service workflows are great for tasks that:

  • Occur regularly and;
  • Should be completed by team members when they choose.

Let's get started!


  1. Navigate to the Workflows menu.
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  1. Click the menu for the workflow you want to make self service.
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  1. Click Make self-service.
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  1. Confirm you are making self service.
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  1. You can now see the workflow has the Self-service tag. Members will now be able to complete this flow from their dashboard without the need for the workflow to be assigned to them.
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The following guide shows how users can start a self-service workflow

How to start a self-service workflow