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Workflows

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 group 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:
Add Workflow Form
From here, add a name, description, group, assignees, and at which stage it will be completed. When the task is brought to the state you select, the stage is completed and the next task in the workflow is created automatically.
You can edit or delete the stage you created. To do this, use the three dots on the stage card:
Edit Workflow

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.
Adding a Workflow
NOTE: The task should be created in the group in which the first stage of a workflow. Otherwise, you will get, "There are no workflows that start from this group." warning.
No Workflow in the Group
Stages in the workflow are created under the main task like sub-tasks. After you complete a stage, the next stage occurs.
Workflow on a Task
NOTE: The workflow cannot be added to existing tasks. You must create a new task.
Last modified 3mo ago