Workflows: Transition Guide - Resources

Looking for even more detail? Explore these additional resources, including documentation and information on Procore's development environments, to deepen your understanding of self-serve workflows.

Getting Started with Self-Serve Workflows

• Request Self-Serve Workflows Transition

• Workflows User Guide

Understanding Self-Serve Workflows

• Workflows: Transition Guide - Comparison

• What granular permissions are available for Commitments Workflows?

Additional Resources

• Development Environments on Procore Developers (for information about Procore's Sandbox environments)

• Deep Dive Webinar - Build, Configure, Execute Workflows

• Video - Migrating Prime Contracts from Legacy to Workflows

• Additional Webinar - Transitioning to Workflows 2.0

Training Resources

Ensure all employees who will be participating in workflows, review support documentation.

• Workflows User Guide

• Legacy Workflows to New Workflows: Transition Guide

• Workflow Assignments: Troubleshooting Guide