Configure Your Account
As you begin configuring your Workflow account, use these resources to guide you through each step.
Lytho Workflow Workbook
This workbook is designed to help teams thoughtfully design and refine how work flows through Lytho before making configuration decisions. It guides you through the key questions that shape successful workflows, including how Requests are submitted, how Work is routed and approved, what information needs to be captured up front, and how Users and Permissions should be structured. By working through this workbook, teams can align on roles, expectations, and governance early, reduce rework and friction, and ensure Lytho is configured to support real-world processes rather than forcing teams to adapt to the tool.
Create Roles & Import Your Users
Create Custom Fields, Custom Statuses, & Tags
Auto-Naming & Numbering
Additional Customizations (Optional)