How to Create Workflows

Workflows is an excellent feature that can help with organizing even the busiest of social media calendars. Being 100% customizable, it can be a great fit for any Nuvi Publish user. This feature is still in Beta and will, in the future, have permission levels.

Navigation - In Nuvi Listen, hover your mouse over the Publish tab, and click on Workflows.

How to Create a Workflow - A user that is going into Workflows for the first time will see a "Configure Workflows/Get Started" Button. Click on Get Started to create a Workflow.

After clicking Get Started, a workflow will be created. The default Workflow has two columns/stages, Drafts, and Scheduled. Clicking on the ellipsis button will allow a user to:

• Add Additional Stages
• Change the Name of a Stage
• Once there are 3 or more stages, the option to delete Stages appears.
• Select User Permissions 

 Note: Account Admins have full access so their names don't appear when selecting user permissions.

Once a Workflow has been set up. A user can a new post by clicking on the Green + in the top right. Once the post is created (click HERE to learn more about creating posts.) and saved, it will appear in the first stage of your workflow. Moving a post to the Scheduled stage will automatically schedule the post for the selected publish time.

When a post has been created/scheduled via Workflows, it will appear on the Publish Calendar as well. Scheduled post's names appear solid, while only drafts/saved posts appear outlined.

Once a post is successfully published, it disappears from the workflow, but can still be found on the Calendar view.