WorkflowHero

Getting Started

Welcome to WorkflowHero! Get up and running in just a few minutes.

Quick Start in 5 Steps

1
Sign up and create your account
1 min
2
Set up your organization
2 min
3
Create your first workflow
5 min
4
Invite team members
2 min
5
Start collaborating!
0 min
1

Sign Up

Create your WorkflowHero account in seconds:

  1. Visit workflowhero.io
  2. Click "Get Started" or "Sign Up"
  3. Enter your email address and create a secure password
  4. Verify your email address
  5. You're in!

Tip: Use a work email address to make it easier to invite team members later.

2

Set Up Your Organization

Your organization is your workspace where all your workflows live:

  1. After signing up, you'll be prompted to name your organization
  2. Choose a name that represents your team or company
  3. You'll automatically become the organization admin

Note: You can change your organization name later in Settings.

3

Create Your First Workflow

Workflows are at the heart of WorkflowHero. Here's how to create one:

  1. Click "New Workflow" from your dashboard
  2. Give it a name and description

    Example: "New Employee Onboarding" or "Invoice Approval Process"

  3. Add stages - These are the steps in your workflow

    Example stages: "Submit", "Manager Review", "HR Approval", "Complete"

  4. Assign approvers - Choose who needs to approve each stage
  5. Add custom forms (optional) - Collect specific information at each stage
  6. Upload documents (optional) - Attach relevant files
  7. Save and activate your workflow

Pro Tip: Start simple! You can always add more stages and features later as your team gets comfortable with the platform.

4

Invite Team Members

Collaboration is better with your team:

  1. Go to Settings → Team
  2. Click "Invite Member"
  3. Enter their email address
  4. They'll receive an invitation link
  5. Once they accept, they can start participating in workflows!

Good to know: Team members need to be part of your organization to participate in workflows. You can manage their access at any time.

5

Start Collaborating!

You're all set! Here's what you can do now:

  • Create and assign workflows to team members
  • Track progress with real-time notifications
  • Approve or reject stages with comments
  • Upload and share documents
  • Use analytics to monitor team performance
  • Organize workflows into folders

What's Next?

Learn About Workflows

Deep dive into workflow features and best practices

Master Approvals

Set up multi-stage approval processes

Manage Your Organization

Configure settings and permissions

Security & Privacy

Learn how we keep your data safe

Video Tutorial

Prefer to watch? Check out our video guide that walks you through getting started:

Video tutorial coming soon!

Back to Docs HubNext: Create Your First Workflow