How to set up a custom workflow in SharePoint?
- Open a browser window, and navigate to the SharePoint Admin Center.
- Sign in using your Office 365 credentials.
- Under the Quick Launch menu, select Workflows.
- Select + Create a workflow.
- Choose from the list of available options, or click the Create from existing template option and select the desired template.
- Choose the destination SharePoint list or library.
- Type a name for your custom workflow, and add an appropriate description.
- Click the + Create a new stage button, and add the desired action for the new stage.
- Once all the desired stages have been added, click the Save button, to save the workflow.