Workflows: How to Effectively Manage Your Processes
Workflow in NetHunt CRM is the engine of your business. When you have a lot of workflows, it’s important to be able to navigate them quickly, monitor limits, and make changes. In this article, we’ll walk you through how to organize your workspace in the Workflow section:
Sorting workflows
This option helps you organize your workflows for quick access. You can sort automations by the following criteria:
Name
Started
Waiting
Updated
Created
Action limit
This is a widget that displays the status of your workflow usage limit.
What it shows: The number of workflow actions used relative to the total limit.
The purpose: To monitor actions usage so that workflows don’t stop due to reaching the limit.
Workflow owner
Filter by the user who created the automation.
How it works: Allows you to filter workflows so that you see only your own ones or those created by a specific colleague.
Purpose: This is useful for teamwork, so you don’t get lost among hundreds of workflows across the entire company.
Filtering workflows
The filter icon next to the search bar lets you include or exclude workflows from the view that are in the following statuses:
All workflows
Active
Finishing
Inactive
Draft
How it works: Allows you to segment the list by specific criteria (for example, by status: Active, Inactive, or Draft).
Purpose: To remove automations that clutter the view and focus only on those that are currently needed.
Search by workflow name
A classic search tool.
How it works: Just start typing the name of the automation (for example, “Automated email campaign”).
Purpose: Instantly navigate to the workflow you need if you know its name.
Per-workflow settings
Tapping the three dots next to the desired automation opens the settings menu:
Rename: Allows you to change the name of the workflow
Activate: Activate the workflow
Copy: Allows you to copy the entire automation
Manage ownership: Allows you to change the workflow owner
Delete: Delete the workflow. You can also restore it from the Trash bin
Workflow settings: Additional settings for the automation.
Workflow interface
Let's explore the possibilities within automation itself. The first thing we see is the workflow status:
Active
Inactive
To start editing your automation, select “Edit workflow.”
You can also hide the sidebar.
Click the three dots to open “Workflow Settings.”
The right-hand sidebar also displays the “Overview” and “History” sections.
“Overview” section: Allows you to view the number of operations that have been started or completed in the workflow. It also shows operations with the statuses “in progress,” “waiting,” and “canceled.”
"History section": Allows you to view all entries that have been completed, canceled, failed, or in progress.
You can also filter all the runs by the following statuses:
Completed
In progress
Waiting
Failed
Canceled
On hold
Summary
We have identified five key control elements to help users stay on top of their workflows:
Sorting: A tool for organizing the list to keep current workflows in view.
Action limits: A visual indicator of limits that prevents unexpected interruptions in business logic.
Owner: A filter for sorting workflows by author, which is critical for large teams.
Flexible filtering: The ability to quickly separate drafts from active workflows.
Smart search: Instant access to a specific automation by keyword in the title.
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