Workflows in Wealthbox help you streamline your processes to ensure a consistent client experience.

If you're creating a workflow template but aren’t ready for others to use it yet, Workflow Template Drafts allow you to keep it unpublished until you're ready. Draft templates cannot be started by you or other users unless the "Published?" checkbox is selected and saved. Leaving this checkbox unselected will move the Workflow Template over to the "Drafts" section.

Drafts are listed separately on the Workflow Templates page. When you're ready to use a workflow, simply set the template to "Published," save the template, and it will be available for you and your team.