> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/settings/workflow-manager.md).

# Workflow Manager

If every rep runs an order their own way, steps get missed: a deposit isn't checked, or an order ships before it's approved. A workflow in OrderEazi sets the steps every project follows, who can complete each one, and which documents it unlocks. You build workflows in the Workflow Manager, and each project follows the workflow chosen when it's created.

### Before you start

You'll need the **Workflow Manager** permission, in the **Settings** permission group.

### How to create a workflow

1. In the main menu, go to **Settings** > **Workflow Manager**.
2. Select **New Workflow**.
3. Enter the **Workflow Name**, up to 127 characters.
4. Select **Create**.

The editor opens with a **Start** step joined to a step that moves projects into your first workspace section. New workflows start inactive, so nobody can pick them for a project until you've built and checked them. To build the steps, see [Creating and editing workflows](/central/order-management/settings/workflow-manager/creating-and-editing-workflows.md).

**Example:** You sell both stock items and made-to-order furniture. You create a "Stock Orders" workflow with order approval, invoice, and delivery steps, and a "Custom Furniture" workflow that adds a deposit step and a production step. Reps choose the right one when they create a project.

### The workflow list

Each workflow shows its colour, **Name**, whether it's **Active**, whether it's the **Returns** workflow, and how many steps (**Nodes**) it has. Each row has these actions:

* **Workflow settings:** Change the name, colour, and status. See below.
* **Edit workflow:** Open the editor.
* **Duplicate workflow:** Copy every step and document into a new, inactive workflow called the same name with "(Copy)".
* **Delete workflow:** Remove it permanently.

### Workflow settings

Select the cog on a workflow to change:

* **Name:** Shown everywhere the workflow is used.
* **Colour:** The swatch on the workflow list.
* **Active:** Inactive workflows can't be chosen for new projects, but keep running on the projects already using them.
* **Returns Workflow:** Make this the workflow for returned projects. Only one workflow can be the returns workflow. See [Returns workflows](/central/order-management/settings/workflow-manager/returns-workflows.md).
* **Inter-branch workflow:** With a Standard or Enterprise licence, treat the client as one of your branches, and price from that branch's margin or markup.

Select **Save**. You see "Workflow updated".

### How to delete a workflow

> **Warning:** Deleting a workflow can't be undone. Duplicate it first if you might need it again.

1. On the workflow list, select **Delete workflow**.
2. Select **Yes, delete**.

You see "Workflow deleted". Finished projects keep their own copy of the workflow and aren't affected. OrderEazi refuses the delete while clients are assigned to the workflow, or projects on it still have steps in progress. Move those clients and projects to another workflow first.

### Related pages

* [Creating and editing workflows](/central/order-management/settings/workflow-manager/creating-and-editing-workflows.md): build the steps
* [The Default Workflow](/central/order-management/settings/workflow-manager/the-default-workflow.md): the workflow most organisations start with
* [Step types](/central/order-management/settings/workflow-manager/step-types.md): what each kind of step does