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Organizing Workflows by Category

Find out how to categorize your workflows, depending on their purpose.

Kolleno Support avatar
Written by Kolleno Support
Updated over 4 months ago

You can categorize your workflows to better organize them. Available categories include:

  • Dunning

  • General Communication

  • Record Management

If you select "Dunning", the workflow statistics will appear in the Workflows Performance section of the dashboard.

To set a category:

  1. Navigate to a workflow.

  2. Go to Settings.

  3. Select the desired category from the available options.

  4. Click on 'Save'

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