---
title: "Workflow Overview"
canonical: "https://kb.uconn.edu/space/IKB/26880606237/Workflow%20Overview"
format: markdown
---
A Workflow determines what happens to a document once a form is filled out, including what approvals need to occur and any notifications that should be generated. You can configure a Workflow by navigating to the Workflow Builder from the top right side of the app tool bar.
## What steps can be added to a Workflow?
- Approval - approval of a course, program, form, etc.
- Task - Add a task step that needs to be completed in or outside of Kuali
- Acknowledgment - allows a user or role to acknowledge a form's submission
- Notification - a configurable email sent to a selected user
- Branch - proposal routing based off conditions from the form
- Integration - allows you to select from a list of pre-configured integrations if any were created during implementation.
- Echo - allows you to run one to many steps in the workflow for each value entered in a multi-select field or a table gadget. For example, based on users added in a table - it would cycle through all rows and route to all users specified.
## How Do I Add Steps to a Workflow?
- Click on the step you would like to add from the top left side of the Workflow screen.
- Drag and drop the step in the desired location.
- Determine the settings for the step in the configuration panel that pops up on the right side of the screen.
- Your workflow step will save automatically by Kuali. No need to click a Save button.
## How Do I Edit a Step?
- Click anywhere in the box of the step you would like to edit. (The step you are editing will be outlined in dark gray.)
- Edit the step in the configuration panel on the right.
## How Do I Remove a Step?
- Click anywhere in the box of the step you would like to delete. (The step you are deleting will be outlined in dark gray.)
- Click Delete Step in the configuration panel on the right.