Step 1: Creating Your Workspace and Workflow-Type Application

Estimated Reading Time:  3 minutes


In this lesson, you’ll begin building your first application in Unqork. With each lesson in this course, you'll continue building out this application until it's fully functional.

The application you'll create intakes and validates an employee travel request. For this use case, you'll start your configuration journey by creating a Workspace and workflow-type application.

You can preview an example of this completed use case here:

Learning Objectives

In this lesson, you'll learn how to create a workspace, an application, and a workflow in Unqork.

What You Need

To complete this step of your application, you need:

Log Into the Platform

The first step is to log into Unqork.

To log in: 

1. Open up a new tab in your browser and access the Training environment at
2. Log in with your credentials.

If this is your first time logging in, you'll get an email with login information from a member of Unqork. This email contains a temporary password for logging in the first time. After entering the temporary password, you'll be asked to create your own permanent password.

When you log in, you'll arrive at the Environment level of the Training Environment homepage. From this level, you can see all of the individual Workspaces that have been created in the environment. These Workspaces contain applications that act similarly to folders that store projects in a drive. From here, you can click into an existing Workspace or search for one by selecting the  (Search magnifying glass) at the top of the screen.

Create Your Workspace

1. At the top right of the Training Environment homepage, click + Create Workspace.
2. In the Workspace Name field, enter Creator Workshop Workspace followed by your name. For example, Creator Workshop Workspace Kai Jones.
3. Click Create Workspace.
4. Select your Workspace tile or click View Workspace to open your Workspace.

Create Your Workflow-Type Application

Inside your new workspace, you'll create a workflow-type app.

1. In your new Workspace, click Create App.
2. In the App Name field, enter [initials] + Creator Workshop App + [today’s date]. For example, EPJ Creator Workshop App 01-01-2023.
3. From the App Type drop-down, select Workflow.
4. Click Create.

Configure Your Workflow

Add a Task Node

1. Inside your Workspace, open your new Application by selecting its tile or clicking View App.
2. To the left of the Application page, select  Workflows  tab. When you create a workflow-type application, a workflow is created with the same name as your application.
3. Open your workflow.
4. Drag and drop a  Task node into the Authenticated swimlane.
5. Connect the output port (right) of the Start node to the input port (left) of the  Task node.
6. Drag and drop an End node into the Authenticated swimlane.
7. Connect the output port (right) of the  Task node to the input port (left) of the End node.
8. Click Save....
9. In the Save to Version History window, click Save.

NOTE  You are welcome to comment in the Version History modal if you wish. For the Creator Workshop use cases, we'll skip this step.

Edit Your Task Node

1. Select your  Task node to open its Settings Menu.
2. Click  Edit to open the Edit User Task menu.
3. In the Label field, enter Employee Information.
4. Under Module, select Create New Module. The Module Title and Module Path populate with default values.
5. In the Module Title field, replace the default name with Employee Information.
6. Click Create.
7. Click Save... to save your workflow.
8. In the Save to Version History window, click Save.

View Your Employee Information Module

Your Task node now contains a module that acts as your first user screen.

To view the module:

1. Select your Employee Information  Task node to open its Settings Menu.
2. Click (Expand) to expand the node Settings Menu.
3. Select  Open to open the Employee Information module in the Module Editor.

You have now created your first Workspace, application, workflow, and a module that will become your first user screen. In the next use case lesson, you’ll begin to populate the screen to create an employee information form.