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When to use workflows

Use workflows to run standard processes. In Property OS you’ll often use maintenance workflows: from a new issue, the app can assign a vendor, create a work order, run scheduling, and update statuses. Other workflow types (e.g. leasing, tenant engagement, vendor management) may be available depending on your organization.

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How to run a workflow on an issue

  1. Open Operations → Issues (or Maintenance → Issues) and select an issue.
  2. Find Start workflow or Run workflow.
  3. Choose the workflow (e.g. default maintenance workflow).
  4. Confirm. The app creates a workflow run and runs the steps (e.g. assign vendor, create work order, start scheduling).
  5. Follow progress on the issue or in a workflow runs list. When it’s done, the issue status may update (e.g. In Progress, Resolved).

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What the workflow does

Steps depend on how your org set up the workflow. A typical maintenance workflow:
  • Assigns a vendor or creates a work order.
  • Starts scheduling (vendor proposes times, tenant responds).
  • Creates an appointment when both agree.
  • Updates the issue status and may send notifications (email or in-app).

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If something fails

If a run shows Failed or stops, check the run detail or the issue’s activity feed. Often it’s missing data (e.g. no vendor, no unit) or permissions. Fix and run again if needed. See From issue to resolution for the full path from creating an issue to closing it.