> 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/creating-and-editing-workflows.md).

# Creating and editing workflows

Workflows make sure that your team are completing the tasks necessary to avoid issues when working through a project and ultimately building customer satisfaction.

A workflow is a map of steps, joined in the order a project goes through them. In the OrderEazi workflow editor, you drag steps onto the map, join them up, and set up each one. The editor checks the map before it saves, so a project can't get stuck on a step that leads nowhere.

### Before you start

You'll need the **Workflow Manager** permission, in the **Settings** permission group. Changes apply to new projects: projects already using the workflow keep the version they started with.

### How to open the editor

1. In the main menu, go to **Settings** > **Workflow Manager**.
2. Select **Edit workflow** on the workflow.

The editor has two tabs: **Graph**, for the steps, and **Documents**, for the documents the workflow uses. Select **Help** for the editor's built-in guide.

### How to add and join steps

1. Drag a step type from the palette onto the map: **Start**, **End**, **Action**, **System Action**, **Condition**, or **Status Change**. See [Step types](/central/order-management/settings/workflow-manager/step-types.md).
2. Drag from a step's output to the next step's input to join them.
3. Double-click a step to set it up. See [Configuring a step](/central/order-management/settings/workflow-manager/configuring-a-step.md).

You can also select the **+** on a step's free output, **Add the next step**, to add and join a step in one go. Right-click the map to add a step, a step to **Edit**, **Replace with...**, or **Delete** it, or a join to **Insert node between...** or **Delete edge**.

Some rules apply to every workflow:

* **One Start and one End:** The **Start** step is locked, and you can't add a second **End**.
* **Forward only:** Joins must lead forward. You can't join a step back to an earlier one.
* **One join per output:** To rewire an output, delete its join first.

**Example:** After **Order Approval**, you want deposits checked only for orders over R50 000. You add a **Condition** asking "Is the order over R50 000?", join its "Yes" path to a "Deposit received" **Action** and its "No" path straight to invoicing, and join the deposit step to invoicing too.

### The toolbar

* **Save:** Checks and saves the workflow.
* **Reset:** Throws away your unsaved changes and reloads the saved workflow.
* **Validate:** Checks the workflow and lists every problem, without saving.
* **Delete Selected:** Deletes the steps you've selected. Locked steps are skipped.
* **Tidy Up:** Arranges the steps neatly, and saves the workflow.

Use the zoom buttons to zoom in, out, or back to normal. See [Saving and validating](/central/order-management/settings/workflow-manager/saving-and-validating.md) for what the checks look for.

### Related pages

* [Configuring a step](/central/order-management/settings/workflow-manager/configuring-a-step.md): set up what each step does and who can complete it
* [Workflow documents and document settings](/central/order-management/settings/workflow-manager/workflow-documents-and-document-settings.md): the Documents tab
* [Saving and validating](/central/order-management/settings/workflow-manager/saving-and-validating.md): fix what stops a save