Overview

Each Workflow has a name and description field.

Use these fields to document and communicate the purpose of each Workflow—for teammates, and for yourself.

Steps

1. Navigate to the All Workflows page.

2. Select Edit on a Workflow.

3. On the Workflow Editor page, select the config icon in the upper right.

   

4. In Configurations, select the Name & Description section. 

5. Enter a name and description.

   

6. Click Save.