How to Use Custom Workflows
Automatically assign your Requests and Work Orders to match exactly how your team operates
The new Custom Workflows feature allows you to automate your Request and Work Order assignments to maximize your productivity. Now you can customize your UpKeep account to reflect exactly how your team or department operates.
Automatically assign priority, locations, users, teams, categories, assets, due dates, and reminders based on minimal request or work order inputs.
It's so easy to setup your first automation.
Head to your Settings gear in the lower left hand corner of the menu panel and toggle over to "Automated Workflows". Click "Create New Workflow" button.
Step 1: Give you custom workflow a descriptive title
Step 2: Choose your IF. This is what kicks off the automation, a Request or a Work Order being creating
Step 3: Next choose if there is any other qualifying criteria, such as the Work Order being assigned to a User or Location (this AND step is optional)
Step 4: If you entered AND data, a secondary field will automatically populate with your data to choose from. Choose or enter a date
Step 5: Choose your THEN. This is the effect of your IF plus any AND, such as assigning a Priority or an Asset to that Work Order
Step 6: Select from the secondary field that will automatically populate with your data or enter a date or email
Step 7: Click "Save"!
UpKeep was created to make the lives of technicians and admins both easier and more productive. Custom workflows mean your team can double productivity quickly and efficiently.
Create the perfect system for your team today!
If you’re not sure where to start, download our UpKeep Custom Workflow Planner and get organized with your team before setting up the workflows inside your account.
Having trouble? Contact your Customer Success Manager to get the help you need to set up your workflows!
This feature is only available in our Business Plus and Enterprise plans. https://onupkeep.com/pricing
If you’re interested in upgrading your plan — shoot us an email at firstname.lastname@example.org and we’ll help get you set up!