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Creating a Workflow
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Rob Toon

Creating a Workflow in edison365

Ready to create workflows in edison365? Our Customer Success Manager Rob Toon is back with a super simple tutorial to show you how. ๐Ÿ”ฅ

What will I learn?

How workflows support and streamline everything you do in the app
How to configure workflow stages and assign reviewers

What next?

Connecting to Power BI Reports in edison365

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Whatโ€™s New: March 2026 | Timesheets & Custom Periods

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Driving Engagement with Gamification in edison365

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Mastering Triage in edison365

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