Understanding Goalify Workflows

Goalify Workflows are an exceptionally useful feature with a wide range of different use cases. In its simplest form, a Goalify workflow can be a list of tasks that clients need to work on. It could also be a long-term onboarding process for new employees joining a team. Using workflows, you can create specific tasks, collect feedback, request files and much more. Each step can even be assigned its own deadline. In this document you'll be learning all about Goalify workflows.

Important Terms

As in every environment, specific terms are used to describe a unique application or property. We created this glossary to make it easier for you to understand how we use specific terms in the world of Goalify Professional workflows.

Workflow

A Goalify workflow can be best thought of as the formal and visual representation of a process or collection of tasks to complete (your workflow design) within Goalify Professional. A good example would be an onboarding process for new employees or a questionnaire.

Workflow Designer

Use our visual designer to create, assign and review Goalify workflows. It gives you access to a workflow's design, its settings and version info.

Deployment

The process of assigning a specific workflow version to a client. Whenever you deploy a workflow to a client, you create a new cycle.

Cycle

A cycle is a reference to a specific workflow version for a client to actually work on and complete. Each cycle can be completed only once, but you can create multiple cycles (references to a workflow) for a client. Think of it as a blank copy of a form (i.e. one cycle) that you hand over to a client to fill out.

Step

A workflow design consists of a collection of steps. A step can either be a task, counter, timer, upload or pause. When necessary, steps can be arranged in a specific order in which they need to be completed.

Task Step

A specific task or assignment that needs to be completed. Example: Please read the attached mission and vision statement of our company.

Counter Step

A specific task that needs to be repeated several times to be completed. Example: Repeat this exercise 5 times.

Timer Step

A task that is marked completed after a certain amount of time. Example: Stretch your left arm for 30 seconds.

Upload Step

Ask for a certain file or document to be uploaded. Example: Please download and fill in the attached form. Upload the completed form when you are done.

Pause

Wait for a specific amount of time between the completion of one step and the next step becoming available. A pause is only a design element – it is not visible to a client. Example: Complete a step by Friday, add a 2 day pause for the weekend before starting the next step on Monday.

Junction

Add a junction whenever you need a collection of steps to be completed before the next collection of steps becomes available. A junction is only a design element and is not visible to a client. Example: Complete 3 steps in any order and only then the next one.

Canvas

Goalify workflows are designed visually. You simply drag and drop a new step onto the canvas of the workflow designer.