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→Configuration - Essentials
[[File:add_new_wflow.png|thumb|none|800px|Add a new workflow]]
* Select '''Workflow Type''': The type will dictate which information/fields will be available when creating tasks - You can select different UTA’s, levels, contacts, organizations etc… as your workflow type.
** For our example, we will be triggering our workflow when a record hits the Approved status.
[[File:Creating Approved Status Workflow- Workflow Main Set-up Page.png|thumb|none|800px|Creating Approved Status Workflow - Workflow Main Set-up Page]]