New: Ability to clone Workflows

Good news! There is now the ability to clone existing Workflows

  • Within Settings > Workflows
  • Choose the Workflow you could like to clone and select 'Actions > Clone'
  • Your new cloned Workflow will appear in your Workflows list with 'Copy of' infront of the original name, you can now edit the cloned workflow and change the name as appropriate

The support article has also been updated - https://support.plannrcrm.com/en/article/workflows-1pjpwv0/

Enjoy - Give it a try!

What do you think about this update?
Improved: Workflow builder interface

Exciting news, we've released the new workflow builder interface on Plannr.

If you navigate to Settings > Workflows you'll find a new interface to help design and build your workflows. Our upgraded interface works with your existing workflows and gives you the ability to drag and drop steps, sub-tasks and triggered tasks to your hearts content.

We hope you like the improved interface!

What do you think about this update?