How do I build a multi-step workflow, such as client onboarding?

Under Automations › Workflows, owners and admins create workflows: from a template or step by step, with tasks in Peak Task, approvals in the inbox, actions, waiting periods and milestones, each with days from the start. Once published, a version is fixed; changes become the next version, and runs in progress keep their steps. You can start a workflow there via search, on a person's or company's page, or automatically with the “Start workflow” action in an automation.

1. 01Open Automations › Workflows and tap “New workflow”, or “Customize” on a template.
2. 02Define the steps and publish the workflow.
3. 03Start it under “Runs” for a person or company, or let an automation start it.