Settings
Workflows settings
The page that lists every automatic email, text, document and task as a plain sentence — and the company switch that lets workflows send them.
- 1 min read
- Checked against MoveBoard
- For owners & admins
On this page
Settings › Communication › Workflows is every automatic email, text, document and task in one place, each read as one sentence: When something happens → wait → only if → do this. A step-by-step guide is in Set up a workflow.
Before you start
Anyone who can open Settings can change workflows.
The company switch
Workflows on for the company sits at the top.
- Off (the default) — Workflows are off — MoveBoard's automatic messages send. The list shows exactly what MoveBoard sends today, written as workflows; change and try them freely — nothing here sends.
- On — Workflows are sending. Workflows send these messages instead; each automatic message and Automation timeline follow-up becomes a workflow (same moment, same message), the Automation timeline moves into Workflows, and templates hold only the words. Nothing is sent twice.
Turning it off again asks first; your workflows stay saved for when you turn them back on.
The list
Each workflow shows its sentence, its switch, its last run and how many it has sent. Click any part of the sentence to open the workflow with that part ready to change. Run log shows what it did; See the message shows what the customer gets.
Search workflows finds one by what it does or a template's name. New workflow starts from a ready-made example or Start blank: Pick when it starts, then what it does.
See Workflow runs on an order for what ran on one order.
Related guides
- Workflows & automationSet up a Workflow (the piano example)Build a When · Wait · Only if · Do rule — here, a task to confirm the piano whenever an order with a piano is booked — and try it on an order before it ever runs.
- SettingsEmail and text templatesThe page where every email and text is built — the words, the design, the variables — while Workflows decide when each goes.
- OrdersWhat ran on this orderSee every workflow that sent, skipped, stopped or is still waiting on an order — and why.
- SettingsAutomation timelineFollow-ups and reminders sent a set time after something happens — until your company turns workflows on, when they move into Workflows.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.