Available On: Starter, Professional and Business Plus
*All plans can create up to 1 custom workflow! Unlimited workflows are available on the Business Plus plan
UpKeep simplifies tech and admin tasks, boosting productivity 🚀 Customize workflows and automate assignments for peak efficiency.
If you’re not sure where to start, download our UpKeep Custom Workflow Planner and get organized with your team before setting up the workflows inside your account.
How to Create an Automated Workflow
You can automatically assign priority, locations, users, teams, categories, assets, due dates, and reminders based on minimal request or work order inputs.
Navigate to your Settings and click on Automated Workflows.
Select Create
Give your custom workflow a descriptive title
Select the IF statement to start off this automation. See the section below on the types of automated workflows.*
Next, choose the AND statement, such as if the work order is assigned to a specific user or location. (This step is optional but you can select additional other qualifying criteria. If you select an AND statement, an additional field will populate. You will be able to select from your existing data or type something new in.)
You can add multiple/additional AND statements to make this workflow more specific.
Now, choose your THEN statement, such as assigning a priority or asset to a work order.
This will be the end of the workflow, the result of your IF (along with any AND) statements. An additional field will populate with your data or you can type something in (like a date or email).
Finally, click Save!
Here is an example of assigning a specific team of technicians to new work orders that have a high priority:
Workflow IF Statements
The Follow IF statements can be used to start your workflow
Work Order is Created
Work Order is Deleted
Work Order is Closed
Request is Created
Request is Approved
Request is Denied
Purchase Order is Created
Purchase Order is Updated
Task Is Updated
Note: Automated workflows to be triggered with the primary condition "Work Order is Created" do not trigger when the work order originated as a request. Separate or duplicate workflows should be created for the primary condition of "Request is Approved".