Quickstart

This walkthrough gets you from a blank account to a ticket moving through a real workflow. It skips configuration detail covered elsewhere in these docs — the goal here is your first "aha," not full mastery.

1. Create your first workflow template

From the Workflows section, choose New Template and give it a name — something like "Radio Ad Production." A new template starts with a blank canvas: no stages yet, just a Start and an End node waiting to be connected.

2. Add stages and assign roles

Drag a Task node onto the canvas for each step your work actually goes through — Script, Review, Voice Over, QC — and connect them in order with the Start and End nodes. For each stage, open its configuration panel and set the required role (who's eligible to be assigned) and the assignment strategy (Round Robin is a solid default to start with).

3. Create a ticket

Switch to Tickets and choose New Ticket, selecting the template you just built. Fill in the fixed fields (Subject, Priority, Deadline) and any custom fields your template's first stage requires. Submitting creates the ticket in its Open state, with the first stage instance already activated.

4. Watch it move through stages

The assignment engine immediately tries to find an eligible assignee for the active stage, based on the rules you set in step 2. As that person completes their stage and submits, the ticket automatically advances to the next connected stage — a new stage instance activates, a new SLA clock starts, and a new assignee is found — all the way to Completed.

From here, the natural next steps are reading Core Concepts for the vocabulary used throughout the rest of the docs, and Building a Workflow for the full detail on everything the canvas and stage configuration panels support.