You can have more than one workflow (statuses of work) which you can apply to your projects as need be. 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. Workflows are a great helper in organizing your work process, especially if it uses various stages generally characterized by 1) work ongoing, 2) work put on hold, and 3) work having been completed.

To access and manage Workflows, you must have the ‘Manage workflows’ global permission enabled in your role. How to enable permissions, see Roles and Permissions.

Portfolio statuses are set on the Portfolios screen (Statuses tab). See Portfolios.

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). The 'workflow' means that you assign a status to various stages of your work process (workflow), such as the setting the process of work in motion, having it in progress, putting it on hold, and, finally, completing it. There may be other stages in between depending on the actual workflow in your organization, but they all are confined to the above broad types of statuses.

A typical Easy Projects workflow can be summarized as follows:

1. Create a list of statuses of their respective types you are going to use and assign them to various stages used in your company's workflow.
2. Set default statuses assigned to newly created items (project, task, issue, or request).
3. Set default statuses for completed items (project, task, issue, or request).
4. As new work processes emerge, add new statuses to the list.
5. Assign your projects, tasks, etc. appropriate status to mark their state and position within your company's workflow.

Adding a Workflow

To add a workflow:

1. Click through Login Picture > Company Settings > Workflows.
2. Click the Add a workflow button ().
3. As the workflow editor opens, give the new workflow a name.
4. Add or edit statuses for projects, tasks, issues and requests according to your needs (see Default status, Adding a status, Editing a status for guidance).

How to Set a New Project/Activity Default Status

1. Hover over a blank cell for the Project, Task, Issue or Request column until a to-be-made-default-status icon appears ().
2. Click it.
3. Select New project/activity default status.
4. This will make the newly added status the default status for newly added projects/activities (of one of three types). 

How to Set a Completed Project/Activity Default Status

1. Hover over a blank cell for the Project, Task, Issue or Request column until a to-be-made-default-status icon appears ().
2. Click it.
3. Select Completed project/activity default status.
4. This will make the newly added status the default status for any completed projects/activities (of one of three types). 

Default Workflow

At least one of the workflows is default. Such a workflow is marked with a tag "Default". To change the default workflow you need to mark another one as default.  To mark a workflow as default one:

1. Hover over the row of the workflow you want marked default.
2. Click the More actions button () at the right end of the row.
3. Select Mark as Default.

Editing a Workflow

To open a workflow in the workflow editor:

1. Double click the workflow you want to edit, or
2. Hover over the row of the workflow you want marked default,
3. Click the More actions button () at the right end of the row.
4. Select Edit.

Duplicating a Workflow

If you have a workflow thatcan be used as a template, you can duplicate it. To duplicate a workflow:

1. Hover over the row of the workflow you want duplicated.
2. Click the More actions button () at the right end of the row.
3. Select Duplicate.
4. A copy of the workflow will be opened in the workshop editor with "- Copy" appended to the original workflow's name.
5. Edit the workflow if needed. All changes are saved automatically.

Deleting a Workflow

You cannot delete a workflow which either default, or used in at least one of the existing projects.

To delete a workflow:

1. Hover over the row of the workflow you want duplicated.
2. Click the More actions button () at the right end of the row.
3. Select Delete.
4. Click Delete again to confirm deletion (this action cannot be undone).

Deleting a Status

To delete a status:

1. Hover over the row of the status you want deleted.
2. Click the dustbin button () as it appears in the left cell of the row.
3. Click Delete Permanently to confirm deletion.

Applying a Workflow to a Project 

To apply a workflow to a project:

1. Open the project's details.
2. Click the project workflow field (top one in the right column of fields). 
3. Select a workflow on the list of available workflows.

Workflow Statistics

• The number of projects the workflow is used in is given in the top left corner of the workflow editing screen (as indicated by the inscription: Already used in X projects);
• The creator of the workflow is given in the bottom right corner of the workflow editing screen.