Availability
Overview
You can have more than one workflow (statuses of work) which you can apply to your projects as needed. One of the workflows you have created can be marked as default – this one will be used by default for every new project you or your coworkers create. You can also duplicate workflows, as a time saver, especially if you have a workflow you would like to use as a template.
Warning
To access and manage Workflows, you must have the "Manage workflows" global permission enabled in your access level.
Warning
Portfolio statuses are set on the Portfolios screen (Statuses tab). See Portfolios.
Adding workflows
To add a new workflow, follow these steps:
- Go to Company settings > Workflows.
- Click + Add workflow.
- As the workflow editor opens, give a new workflow name.
- Add or edit statuses for projects, tasks, issues, and requests according to your needs.
Setting default statuses
To set a default status, follow these steps:
- Hover over a blank cell for the Project, Task, Issue or Request column until a to-be-made-default-status icon appears .
- Click it.
- Select new or completed project/activity default status.
Within a workflow, you can manage all three types of statuses (treat-as-open, treat-as-hold, and treat-as-completed) for your projects and activities (setting task, issue, and request statuses separately).
Default workflow
At least one of the workflows is the default. Such a workflow is marked with the tag Default. To change the default workflow, you need to mark another one as default.
- Hover over the row of the workflow you want to mark as default.
- Click Mark as default.
Deleting workflows
You cannot delete a workflow that is either default or used in at least one of the existing projects.
- Hover over the row of the workflow you want to delete.
- Click Delete.
- Confirm deletion (this action cannot be undone).
Applying workflows to projects
To apply a workflow to a project:
- Open the project's details.
- Click the project workflow field.
- Select a workflow on the list of available workflows.
Editing statuses
To edit a workflow and its statuses, follow these steps:
- Go to Company settings > Workflows.
- Click on a workflow name to open its details.
- On the workflow editor screen, edit the workflow and the statuses for projects, tasks, issues, and requests:
- make a status available for projects and each type of activities,
- drag-n-drop statuses to change their order,
- rename the workflow name and the names of its statuses,
- change "treat as" option for statuses, select from three available values: open, hold or completed,
- assign colors to statuses,
- set default statuses for new and completed activities of each type, and for projects,
- delete statuses.