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Organizing Workflows by Category
Organizing Workflows by Category

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

Kolleno Support avatar
Written by Kolleno Support
Updated this week

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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