Build a Workflow Template

Plan the steps for every booking on a kanban-style board - up to six sections, drag-and-drop, rename, and duplicate.

WAWritten by Wendor Admin

Templates > Workflows

The Workflows tab is where you build the playbook for every booking - the full set of steps from first deposit to final delivery, organised on a board with columns of sections containing tasks and automations. Apply a workflow to a booking and Wendor copies the whole plan onto that booking.

This article covers the structure: sections, the board, and how to manage the template itself. For adding tasks and automations, see Add Tasks and Automations to a Workflow.

Create a workflow template

  1. Open Templates and click the Workflows tab.
Templates page with the Workflows tab open showing the list of workflow templates and a Create Workflow button
The Workflows tab - your workflow template library.
  1. Click Create Workflow in the top-right.
Create Workflow button in the top-right of the Workflows tab
Create Workflow opens the new-workflow page.
  1. On the Create a new workflow template card, click Start from Scratch (or Choose from Template to start from one of your existing workflows).
Create a new workflow template card with Start from Scratch and Choose from Template buttons
Start from Scratch builds an empty workflow; Choose from Template clones one you already have.
  1. In the Create Workflow Template modal, enter a Template Name and click Create.
Create Workflow Template modal with a Template Name input and Create button
Give the workflow a name before the editor opens.
  1. The editor opens with your named workflow and one empty section on the board.
Newly created workflow opened on the board with one empty section
A fresh workflow lands on the board, ready for sections and tasks.

Rename a workflow

  1. From the workflow's view page, click Rename Template.
Workflow view page with the Rename Template button in the top-right
Rename Template sits in the workflow's page header.
  1. Enter the new name in the modal and click Save.
Rename Template modal with a name field and Save button
The Rename Template modal - type a new name and save.

Sections

Sections are the columns of the board. Use them to group related steps - e.g. "Before booking", "After deposit", "Week of the wedding", "After delivery".

Workflow editor showing multiple section columns with tasks and automations inside each
A fully built workflow - sections across, tasks and automations stacked inside.

Add a section

  1. On the workflow view page, click + Add Section in the top-right.
Add Section button in the top-right of the workflow view page
+ Add Section creates a new column on the board.
  1. The new section appears as a fresh column titled "New Section". Click the title (with the pencil icon) to edit it inline - type the new name and press Enter, or click away, to save.
Section title in inline edit mode with an input field replacing the heading
Click the section title to rename it inline.

Reorder tasks across sections

Drag any task or automation by its handle. You can drop it within the same section to reorder, or onto a different section's column to move it there.

Duplicate a workflow

Useful when two workflows differ only slightly (e.g. "Full-day shoot" vs "Half-day shoot").

  1. From the Workflows list, open the row's Actions menu (⋯) and choose Duplicate.
Workflow row Actions menu with the Duplicate option highlighted
Duplicate copies the workflow with every section, task, and automation intact.
  1. A dialog suggests a name like "My Workflow (Copy)". Edit the name if you'd like, then click Confirm.

The new copy lands in your list, complete with every section, task, and automation from the original - edit it independently.

Delete a workflow

Permanent.

  1. Open the row's Actions menu and choose Delete.
  2. Confirm in the dialog ("Are you sure you want to delete this workflow template?").
Delete confirmation dialog for a workflow template
Deletion is permanent - confirm to proceed.