> ## Documentation Index
> Fetch the complete documentation index at: https://docs.reelevant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Workflow

> How to create, configure, and manage workflows in the Reelevant platform

<img src="https://mintcdn.com/reelevant/amH2YHA9709Bju3v/images/workflows/workflow-sidebar.png?fit=max&auto=format&n=amH2YHA9709Bju3v&q=85&s=0f772f88a1435b89586e436fd4b6e999" alt="Workflow listing page showing the Reelevant platform sidebar" width="1024" height="768" data-path="images/workflows/workflow-sidebar.png" />

## Workflow Listing

When you open the **Workflows** application from the sidebar, you land on the **workflow listing page**. This table displays all your workflows with the following columns:

| Column                | Description                                                  |
| --------------------- | ------------------------------------------------------------ |
| **Name**              | The workflow name. Click to open it in the editor.           |
| **Teams**             | The teams the workflow belongs to.                           |
| **Last modification** | When the workflow was last updated.                          |
| **Status**            | Current lifecycle status (Draft, Published, Inactive, etc.). |

Use the search bar to find workflows by name, and the hierarchy breadcrumbs to navigate through folders.

## Creating a New Workflow

<Steps>
  <Step title="Open the creation modal">
    Click the **Create** button in the top-right corner of the listing page. A modal dialog opens.
  </Step>

  <Step title="Fill in the workflow details">
    The creation form has the following fields:

    * **Name** — A descriptive name for your workflow (e.g., "Summer Sale Email Campaign").
    * **Description** — An optional description explaining the purpose of the workflow.
    * **Teams** — Select one or more teams that should have access to this workflow. You can search and select multiple teams.
    * **Folder** — Optionally place the workflow within a folder hierarchy for organization.
  </Step>

  <Step title="Confirm creation">
    Click **Create** to create the workflow. You will be redirected to the workflow editor where you can start building your automation logic.
  </Step>
</Steps>

## Editing Workflow Properties

Once a workflow is created, you can update its properties at any time from the editor:

1. Click the **Settings** (gear icon) button in the editor header.
2. The **Edit workflow** modal opens with the same fields as the creation form.
3. Update the name, description, teams, or folder as needed.
4. Click **Save** to apply changes.

## Archiving a Workflow

To archive a workflow that is no longer needed:

1. Open the workflow's **actions menu** (three dots) in the listing table.
2. Select **Archive**.
3. A confirmation dialog asks you to type a validation word to confirm the action.
4. Once archived, the workflow status changes to **Inactive** and it stops serving content.

<Warning>
  Archiving a published workflow will immediately stop it from serving content. Make sure you have an alternative in place before archiving.
</Warning>

## What's Next?

Once your workflow is created, head to the [Workflow Editor](/product-guide/workflows/editor) to start adding [channels](/product-guide/workflows/channels), [data nodes](/product-guide/workflows/data-nodes), and [logic](/product-guide/workflows/logic-nodes).