> For the complete documentation index, see [llms.txt](https://surecloud.gitbook.io/surecloud-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://surecloud.gitbook.io/surecloud-docs/documentation/designer-hub/getting-started/managing-workflows.md).

# Managing Workflows

Learn how to access, customize, and configure workflows to automate business tasks and processes through the Workflow Builder interface.

Use the Workflow tab to configure how records move through a workflow.

This is where you build the stages, transitions, and automation for your process.

Each workflow belongs to one entity.

The workflow configuration defines how records progress from one stage to the next.

{% hint style="info" %}
Set up the workflow design first.

Then configure the Workflow tab once your fields, layouts, and linked entities are ready.
{% endhint %}

### Open the Workflow tab

To manage a workflow:

{% stepper %}
{% step %}

### Open Workflows

Go to **Settings** and open **Workflows**.
{% endstep %}

{% step %}

### Open the workflow

Select the workflow you want to manage.
{% endstep %}

{% step %}

### Open the Workflow tab

Open the **Workflow** tab to access the workflow builder.
{% endstep %}
{% endstepper %}

### What you can configure

In the Workflow tab, you can configure:

* **States** and **Stages**
* **Transitions**, **Triggers**, and **Actions**
* **Stage Logic**
* **Auto-Transitions**
* **Workflow Permissions**

{% hint style="success" %}
Start with **States and Stages** first.

Then add transitions and automation.
{% endhint %}

### Next steps

Use [Workflow Logic](/surecloud-docs/documentation/designer-hub/workflow-logic.md) for the detailed logic settings.

Use [Workflow Design](/surecloud-docs/documentation/designer-hub/workflow-design.md) if you still need to update fields, layouts, or notifications.