> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# FieldPulse360: Setting Up Workflow Foundations in FieldPulse

> Archived FieldPulse360 session on laying the workflow foundation for your shop, with links to current workflow and status docs.

**Recorded on June 10th, 2025**

<Note>
  Heads up - FieldPulse is constantly evolving, so the interface or features shown in this recording may look or behave a little differently today. For the most up-to-date information, check out:

  * [Understanding Workflows in FieldPulse](/features-add-ons/clearpath/understanding-workflows-in-fieldpulse)

  * [Custom Status Workflows](/using-fieldpulse/work/custom-status-workflows)
</Note>

<Frame>
  <iframe src="https://www.loom.com/embed/7bffd3957c8e4f8999b5b3fc3039a3dc?hide_owner=true&hide_share=true" title="Video" className="w-full rounded-lg" style={{aspectRatio: "16/9", border: "none"}} loading="lazy" allow="fullscreen" allowFullScreen />
</Frame>

<Note>
  [the workflow foundations spreadsheet](https://docs.google.com/spreadsheets/d/1T7Sw99CGnGWJ4VxKDgAUqFDhvQah_qpca6yQ6lfxv1Y/copy?gid=1649040090#gid=1649040090) for a link to a spreadsheet that will help you begin to establish a clear and effective workflow.
</Note>

***

**Have additional questions?**

*Contact us at [support@fieldpulse.com](mailto:support@fieldpulse.com) or use the chat feature in the bottom right corner of your screen.*


## Related topics

- [FieldPulse360: What is a Workflow?](/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-what-is-a-workflow.md)
- [FieldPulse360: How to get FieldPulse to do the most for your workflows - Part 2: Automatic Customer Communications & Notification Settings](/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-how-to-get-fieldpulse-to-do-the-most-for-your-workflows-part-2-automatic-customer-communications-notification-settings.md)
- [FieldPulse360: Workflow Walkthroughs](/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-workflow-walkthroughs.md)
- [FieldPulse360: Organize Your Workflow](/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-organize-your-workflow.md)
- [FieldPulse360: How to get FieldPulse to do the most for your workflows - Part 1: Subtasks & Record Templates](/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-how-to-get-fieldpulse-to-do-the-most-for-your-workflows-part-1-subtasks-record-templates.md)