Drake Workflow - Add Work Items

Article #: 19005

Last Updated: June 25, 2026

 


Tags: Drake Hubwork flow workflow

Drake Software logo

Drake Workflow is integrated with Drake Hub.

You can add work items for one or more clients to the Workflow by clicking + Add Work Item.

Add work item

  1. Search for a client or select clients from the list.

    Note  Only clients that are not already present on the selected Workflow are displayed here.

  2. Check the box to the left of the client name.

  3. Set the return status for the selected client(s) using the Set Return Status drop list.

  4. Click Add.

Add Work Item window