Work-Relay Documentation

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Create Record Action
Updated on: Mar 17, 2022
- Core Design and Execution Global Actions and Action Groups Types Create Record Action
create record global action record create
Deploying Using Standard Credentials
Updated on: Dec 16, 2024
- Technical Deployment Deployment Deploying Using Standard Credentials
deploy process create overwrite
Create Issue Action
Updated on: Mar 15, 2022
- Core Design and Execution Global Actions and Action Groups Types Create Issue Action
action create Issue Task float global
Create Task/Issue From Tasks Dashboard
Updated on: Dec 16, 2024
- Core Design and Execution Tasks and Issues Tasks and Issues Create Task/Issue From Tasks Dashboard
Dashboard Task Issue Task Manager create
How to Create a Progress Dashboard
Updated on: Mar 20, 2025
- Insights Dashboards Progress Dashboard How to Create a Progress Dashboard
Progress Dashboard create wizard standard columns mode mixed columns mode

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Introduction
Key Concepts
Start Working With Work-Relay

Core Design and Execution
Processes
Tasks and Issues
Forms
Functions, Formulas, Queries and Conditions
Global Actions and Action Groups

Project Management
Collaboration
Gantt Chart
Resource Management

Insights
Dashboards
Reports

Technical
Deployment
Package Resources
API
Best Practices