Creating Transitions in Fixed and Flexible Workflows

Table 15. Availability - Legacy plans

Table 16. Availability

Free

Overview

Fixed and flexible workflows are available on Business and Enterprise accounts.

Admins on Business and Enterprise accounts can create and edit fixed and flexible workflows.

In Enterprise accounts this is a controlled admin permission, so some admins may not have it.

Custom workflows can be either flexible or fixed. Fixed workflows help users choose which status should be selected next.

Click your profile image 1 in the sidebar.
Select Settings 2 from the dropdown menu.
Click Workflow 3 in the left-hand navigation panel. You’ll see a list of all workflows created at both the space and account levels in a Table view.

You can search, sort, and group workflows, and enable fields from the toolbar 4.
Click the title of the workflow 5 for which you want to set up available or recommended transitions.

Note

It's possible to fix the transitions of workflows you created, but not the default workflow.
Click the status 6 to designate follow-up statuses.
Click Select status under the field Allow manual transitions to the following statuses only 7.
Search for and select the statuses that users should see as options and to which the task can be transitioned.
Check the Lock transitions 8 box in the upper right-hand corner to fix the workflow.

Note

If you leave this box unchecked, the workflow remains flexible. This means your designated follow-up statuses are visible in the drop-down when changing status, but more options are available by clicking More.
Click Save 9 in the upper right-hand corner.

Your changes immediately go into effect in the workspace.