A step is one of the tasks that make up a workflow; it can be any actionable subcomponent. When correctly executed, a step usually produces data.

Every workflow must contain at least one step. 

For instructions on how to administer a step, see Administer a Step.

Step States

Every step has a state that tells you how work on that step is proceeding. In the Workflow views, state is indicated by the color of the step chevrons and below the lower left corner of the workflow.

• Pending (hollow light gray)—The step has not yet been started.
  
• Running (hollow green)—Work can begin on the step.
  
• Blocked (hollow dark gray)—Work has started on the step, but the step assignee has encountered a problem and cannot continue.
  
• Done (solid green)—All of the work required for the step is completed, and the desired results are achieved.
  

Participants

FlowJo Envoy users can be assigned the following roles in relation to a step. Only registered FlowJo Envoy users can be assigned a role. A user can be assigned to more than one step, but only one role for each step.

• Owner—the person who created the workflow
• Assignee—the person assigned to a particular step of the workflow

When a step changes state, FlowJo Envoy sends anyone assigned to that step a notification alerting them of the change.

For instructions how to assign roles, see Create a Workflow, Add an Assignee to a Step.

Instructions

Any file uploaded to a workflow can be designated as an instructions file for a step in the workflow. This ensures any special guidance or other information relating to the step stays with that step.

The filename of this file is listed in the Instructions field in the Step Details pane when that workflow is displayed in Workflow Detail view.

For instructions on how to designate a file as instructions, see Create a Workflow, Add Instructions to a Step.