Naming your workflow runs

The name of the run will help you search for and find checklists that you’re working on. For example, if you have a Customer Onboarding workflow and your new customer is ACME Co., then when you use that workflow, you’d name the run ACME Co.

Then, in the list of runs you’d see ACME Co –  Customer Onboarding

Recurring Runs

When you use the Scheduler for regularly scheduled runs based on a calendar, leave the name blank and we’ll populate the run name with the current date. This is useful for workflows like Daily Opening or Weekly Review type workflows. Then your runs will be listed like January 31st, 2021 – Weekly Review.

Tags

Tags are another way to find runs and are ultimately flexible. Tags can be used along with the name of the run to help you find and organize them in your account.