Global Fields
Global Fields are fields which are available for use for all Workflow projects. They are useful for keeping your project data standardized to help simplify reporting and spinning up new projects that may need those fields. Global fields are immediately available to be added to projects upon creation.
Tip: We recommend creating an project agnostic committee to manage your company's global fields
To create a Global Field:
Navigate to the Global Fields tab on the sidebar
Select Create Global Field on the top right
Name the Field and choose the Field type
Click Add Field
Lists
Lists are used to organize and quickly add several people to various over.vu features, such as Workflow’s Email recipients. Any number of lists can be created, and people can be part of multiple lists.
To add people to an existing or new list:
Select the person from the People table you wish to add to a list by clicking the box next to their name
Click the triple-dot icon on the top right
Select ‘Add to Distribution List’
If adding to an existing list, select which one
If creating a new list to add the person to, click Create New and give it a name and description
Click Save Changes
To rename or remove people from a list:
Navigate to the Lists tab on the left sidebar
Select the List you want to modify
Made any changes or click Remove next to the people you want to remove from the list
AI Integrations
coming soon...
Wrap Up
Now you know:
How to create Global Fields for Workflows Projects
How to utilize Lists
Next up: to view an in-app walkthrough of Course 5's content.