What is Workflow?

A workflow consists of a sequence of tasks. The workflow feature lets you create custom workflows. It prevents you from re-creating interconnected and continuous tasks, so saves your time.

For example, the following image shows a workflow. A workflow named "Sale Process" has been created. Later, stages related to each other are added. The names of these stages were "Sale", "Prepare a Contract", "Assembly and Installation" and "Invoice", respectively. Each stage was created under the related project and with related assignees.

How to Create a Workflow?

You can access the workflows you have created on the Workflows page.

To add a new workflow, enter a title in the New Workflow Name field and click the Add button. Then, you can add stages to the workflow. Stages are the name of the tasks in the workflow.

How to Add a New Stage?

Click the New Stage button on the Workflow page. You will see a form like this:

From here, add a name, description, project and assignees to the stage. Projects with the Completed status are listed in the project list. When the stage is brought to Completed status or any status refer to Completed, the next task in the workflow will be created automatically.

You can edit or delete the stage you created. To do this, use the three dots on the stage card:

Delete Workflow

To delete the workflow, you can press the cross button next to the workflow.

NOTE: When you press the cross button, the tasks in the workflow are not deleted, only the workflow is deleted which means they will not be in flow anymore.

Adding a Workflow to a Task

To add a workflow to a task, use the other tab in create task form. If the user is not authorized to view the workflows, they cannot add workflows to tasks.

Stages in the workflow are created under the main task like sub-tasks. After you complete a stage, the next stage occurs.

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