Use this procedure to create a new workflow. New workflows must be created any time the approval process involves different content providers, approvers, monitors or content areas of your web site. For more information, see Workflows overview.
Before you can create a workflow you must:
create users (Creating Users)
create Provider, Approver and Monitor type groups (Creating Groups)
assign users to those groups. Users can be part of more than one group. For example if a user will be both creating and approving content, they will be in both a Provider group and an Approver group. (Adding users to groups)
create workflow folders to keep your workflows organized (Managing workflow folders)
If you have not already completed these steps, you must do so now. See Workflows overview
From the Admin Center, open the Workflow Manager.
Click Manage Workflows and then click Add Workflow.
In the Workflow Details section, make sure the Active box is checked.
Enter the Name for the workflow.
Note: Try to make the name descriptive of who uses it and for which type of creation/approval process. For example: HR workflow for Human Resources department workflow.
From the Folder drop-down, select the Parent folder for the workflow.
On the Sites tab, identify which sites you want this workflow to be available on. The default is to have a workflow available for use on all sites (Available in all sites checkbox).
Click Save.
Once the workflow has been saved, the Monitors, Providers and Approval Levels tabs are displayed. You can now decide which sites the workflow will be available on and which users will perform each of the roles associated with the workflow. See Managing workflow sites, providers, monitors, approvers.
Once you have completed the workflow setup, you must assign the workflow to the pages, sections, or whole sites that members of the workflow will be responsible for.