Managing your Workflows

Goalify workflows are an incredible useful feature. A workflow can be a simple checklist, a well designed process you can follow in a step-by-step way or even an online course you complete in your own speed. All right from within the Goalify mobile app and Goalify web access.

Accessing a workflow

Open Goalify web access and switch to the Dashboard menu. Open the Workflows tab to access all workflows you have access to.

Active Workflows

This is a list of all your currently active workflows. Underneath each workflow header, you will find a list of all current todos.

All Workflows

This is a list of all workflows you ever worked on. You can use the filter options to find specific workflows more quickly.

New Workflow

Here you will find a list of workflows that you can start using when you need them. Only coaches using Goalify Professional can assign workflows to you.

Start a Workflow or Claim a Ticket

Pick up a review from your browser. If your team offers a ticket to review a draft, open it and read what is due before choosing Claim Ticket. Once you take it, use the workflow steps to see what to check and where to record your feedback.

Use Run Workflow when your team has made workflows available for you to start. Choose the workflow and follow its prompts; it is added to your dashboard.

If you see Tickets Available, open a ticket and review its next steps. Choose Claim Ticket to take the work. Once another eligible member has taken a ticket, it is no longer available to you.

A personal workflow access link can also open your assigned work in a browser. If it has expired, ask the team to send another. See Opening a Personal Workflow Link.