Workflow Naming and Renaming Procedure

This SOP outlines the steps to name or rename workflows in order to maintain an organized dashboard with clear and meaningful names.

Key Steps

1

Open the Workflow 0:19

  • Locate the workflow you wish to rename.
  • Click on it to open the workflow in the canvas.
Open the Workflow
2

Click the Title 0:22

  • At the top of the canvas, find the title of the workflow.
  • Click directly on the title to enable editing.
Click the Title
3

Enter New Name 0:28

  • Clear the existing name in the title field.
  • Type in your new, meaningful name for the workflow.
  • Note: The new name saves automatically as you type.
Enter New Name
4

Verify Updated Name 0:35

  • Check the dashboard tile to ensure the updated name appears immediately.
  • Ensure the name is clear and descriptive for easier searching and sorting.
Verify Updated Name
Cautionary Notes
  • Ensure that the new name is distinct and descriptive to avoid confusion in the future.
  • Remember that there is no limit to how many times you can rename a workflow, so feel free to make changes as needed.
Tips for Efficiency
  • Use specific names that include relevant details (e.g., 'Q3 Marketing Plan' instead of just 'Marketing Plan') to enhance searchability.
  • Regularly review and update workflow names to keep your dashboard organized.