Procore Custom Workflows - 90 Day Premium Access

This course focuses exclusively on Procore Workflows and is designed to help construction teams understand how workflows are intended to be used, where they add value, and where they don’t. We start by clearing up common misconceptions that often cause teams to avoid workflows or implement them incorrectly. You’ll learn how workflows behave across different Procore tools, why options vary from one tool to another, and how to design approval paths that align with real construction processes. From there, we build a custom workflow together, including custom response types, while explaining the logic behind each setup choice. The course also walks through assigning workflows to a project, configuring them for testing, and running items through the full approval process so you understand how workflows manage items from start to finish. We close with practical guidance on introducing workflows to your team in a way that encourages adoption.

$75.00 USD

Procore Custom Workflows - Preview

This course focuses exclusively on Procore Workflows and is designed to help construction teams understand how workflows are intended to be used, where they add value, and where they don’t. Learn how Procore workflows are designed to function and how to configure them effectively. This introduction outlines the course approach, including workflow logic, tool differences, and practical setup guidance.

Free

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Course Outline

Procore Custom Workflows

Procore Workflows Introduction
1 lesson
1. Introduction to Procore Workflows.
Workflows Premium Access
17 lessons
1. Just Because You Can
2. Managing Workflow Responses
3. Checkpoint
4. Feature Enablement
5. Checkpoint
6. Drafting Your Workflow
7. Checkpoint
8. Workflow Step Types
9. Checkpoint
10. Workflow Assignees
11. Checkpoint
12. Putting it all together.
13. Checkpoint
14. Assign, Configure, And Test Your Workflow.
15. Checkpoint
16. Introducing Your New Content
17. Project Level Customization, Support Center, and Final Thoughts