Users | Objects, workflows and actions | DevonWay
DevonWay

Users | Objects, workflows and actions | DevonWay

This course collection is designed to help users understand how objects, workflows, and actions work together in the DevonWay platform. You’ll learn how to create and manage objects, navigate standard workflow layouts, and complete or reassign tasks efficiently. Each course builds your ability to move work forward with clarity and control. Whether you're initiating new processes or managing ongoing ones, this series gives you the tools to take confident, effective action.

Curriculum content

  •
    Learn how to create new objects in the platform using the “Create New” feature. This short course walks you through selecting object types, completing required fields, and submitting your work to keep things moving. ​ 3 - 4 mins ​ Learning objectives: ü Navigate the “Create New” menu and locate object shortcuts ü Use the Remaining Required Fields panel to complete necessary fields ü Save and submit objects to progress through workflows

    • Lesson Creating new objects

  • Learn how to navigate and use the standard workflow layout with confidence. This short course walks you through the six key panels, shows you how to complete tasks, and introduces helpful tools like the AI Assistant to support your decision-making. ​ 5 - 6 mins ​ Learning objectives: ü Understand the six-panel standard workflow layout ü Navigate tasks, fields, and workflow steps with ease ü Use the AI Assistant to support approval decisions

  • Learn how to manage workflow tasks with ease. This short course covers how to approve tasks, reassign them to others, and reopen them when rework is needed — all while keeping your workflow history clear and traceable. ​ 5 - 6 mins ​ Learning objectives: ü Approve tasks and understand how approvals are recorded ü Reassign tasks to other users when needed ü Reopen tasks and track changes in the workflow history