PlanetPress Workflow 2022.2 Help

We've got you covered with a variety of how-to's, feature overviews, and best practices to help you tackle everyday tasks with heroic enthusiasm.

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PlanetPress Workflow2022.2 Help

We've got you covered with a variety of how-to's, feature overviews, and best practices to help you tackle everyday tasks with heroic enthusiasm.

Introduction

Workflow is a set of buildings blocks that enable you to build customized automated processes that fit your environment.

Installing Workflow

Check the system requirements and f ollow these steps to install OL Connect Workflow.

Processes

Design Workflow processes to produce various types of data outputs that will be used by different devices and applications.

Tasks

Explore and choose from an extensive collection of tasks or 'plugins': ready-to-use building blocks for your Workflow processes.

Data

Data is what drives your business. Discover how your data is at the heart of every Workflow process.

Preferences

Customize the appearance and behavior of the Workflow application and plugins.

Additional resources

Support

The Upland Support team is dedicated to helping our customers succeed by providing timely resolutions to your issues and questions. You can submit a case via Community or call Support.

Community

In the Upland Community, you can find information on product releases, submit and track support cases, sign up for notifications, post and reply to forum topics, and learn about training and webinars.

OL Connect

Create templates, data models, job and output creation presets for customized, multi-channel output (email, print and even web pages!) with OL Connect Designer and DataMapper.

Learn

Keep an eye on the OL Learn blog and user forum for news, tips and tricks to help you get the most out of OL Connect.