- Create a Product — Go to Products → New Product. Enter a name and folder path.
- Create a Project — Open the product, click New Project, choose a workflow template.
- Activate the Project — Open the project and click Activate. The first phase begins.
- Monitor Progress — Watch phases execute on the Dashboard or Project Detail page.
- Handle Approvals — Any phase requiring human review appears in Approvals.
For a full walkthrough of all features, see the User Manual.
