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Creating Transitions in Fixed and Flexible Workflows

Table 41. Availability - Legacy plans


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.

Create transitions in fixed or flexible workflows

  1. Click your profile image in the upper right-hand corner of your workspace.

  2. Select Settings from the drop-down.

  3. Click Workflow in the left panel. You'll see a list of all workflows in the account.

  4. Click a title of the workflow 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.

  5. Click a status to designate follow-up statuses.

  6. 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.

  8. Check the Lock transitions 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 Other.

  9. Click Save in the upper right-hand corner.

Your changes immediately go into effect in the workspace.

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