Workflows let you codify multi-step processes made up of individual tasks, so your team follows the right steps every time, whether that's formation filings, governance updates, or other recurring legal and compliance work. You can also create standalone tasks for one-off work that doesn't need a full workflow. This gives you visibility into who's responsible for what and help reduce the risk of mission-critical actions falling through the cracks.

Create a Workflow

1. Select the Tasks page under Atlas on the left navigation panel.
2. Click Workflow Templates.
3. Click Add Workflow.
4. Enter the Name of your workflow. 
5. Click Add Task, and create a name for the first task. 
6. Select Assignee(s) for the task and add a Description for the task, if desired.
7. Continue to add as many tasks as needed. 
8. When all tasks have been added, click the blue Add Workflow button.

Create individual Tasks

1. Select the Tasks page under Atlas on the left navigation panel.
2. On the right side of the page, click the dropdown Actions menu.
3. Select Add Task.
4. Enter a Task Name and Due Date.
5. Select the Status of the task. 
   • Open - Task is not completed.
   • In Progress - Task is in progress.
   • Complete - Task is completed.
6. Select the Assignee(s) for the task. 
7. Select the Associated Entity for the task and Description.
8. When all details are entered, select the blue Add button.