Managing Transactions in ClarityOPS

Overview

The Workflows page (/ops/workflows) is where you manage all your transaction workflows. Create new workflows from templates or from scratch, filter by status or assignee, and take actions on individual workflows.

• Create workflows from templates or manually
• Switch between table and card grid views
• Filter and search across all workflows
• Manage the workflow lifecycle: active, paused, completed

Creating a Workflow

1. Click New Workflow on the Workflows page
2. Choose to start From Template or Manual
   • From Template - Pick a template, then customize as needed. Stages and tasks come pre-populated.
   • Manual - Start with a blank workflow and add stages and tasks yourself.
3. Tie the workflow to a transaction (select an existing one or create a new one)
4. Set a name, optional tags, and assign team members
5. Click Create

Views

Toggle between two layouts:

• Table View - A sortable, scannable list with columns for name, status, progress, assignee, and closing date
• Card Grid View - Visual cards showing workflow name, status badge, progress bar, and tags

Filtering Workflows

Use the filter bar to narrow your list:

• Status - Active, Paused, or Completed
• Sale Type - Filter by transaction sale type
• Tags - Filter by one or more workflow tags
• Assignee - Show workflows assigned to a specific team member
• Search - Free-text search by workflow or transaction name

Workflow Lifecycle

Each workflow moves through a defined lifecycle:

1. Active - The workflow is in progress. Tasks can be completed, emails sent, and documents uploaded.
2. Pause - Temporarily halt the workflow. You'll be asked to add a note explaining why (e.g., "Waiting on inspection report"). All task due dates freeze.
3. Resume - Reactivate a paused workflow. Task due dates adjust accordingly.
4. Complete - Mark the workflow as finished when the transaction closes.

Inline Actions

Click the dropdown menu (three dots) on any workflow row or card for quick actions:

• View workflow details
• Pause or resume the workflow
• Complete the workflow
• Delete the workflow