Running Workflows

Once a template is defined, you can launch workflow instances for specific entities. Each instance tracks progress through the defined steps.

Starting a Workflow

1. Navigate to Workflows in the sidebar
2. Click + Start Workflow
3. Select:
   • Template — which workflow to run
   • Entity — which client this workflow is for
   • Start Date — when to begin (defaults to today)
4. Atlas generates all steps with due dates based on the template's offset rules
5. Steps are assigned to the appropriate team members

Tracking Progress

The Workflow view shows:

Column	Description
Workflow	Template name
Entity	Client entity
Started	Start date
Progress	Completion percentage bar
Status	Active, Completed, Overdue
Next Step	The next step due

Step Detail

Click a workflow to see all steps:

Column	Description
Step	Step name
Assigned To	Team member responsible
Due Date	Deadline
Status	Not Started, In Progress, Completed, Skipped
Checklist	Sub-items completion

Completing Steps

1. Open the workflow
2. Click on a step
3. Complete any checklist items
4. Click Mark Complete
5. The next dependent step becomes active

Overdue Steps

Steps past their due date are flagged:

• ⚠️ Yellow — 1 day overdue
• 🔴 Red — 3+ days overdue
• Notifications sent to the assigned user and their manager

Workflow Reports

Track workflow efficiency:

Metric	Description
Average Completion Time	How long workflows take on average
Bottleneck Steps	Which steps delay workflows most often
Overdue Rate	Percentage of steps completed late
Active Workflows	Currently running workflow count