Editing Custom Workflows
Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
Availability: Team, Business Plus, Enterprise Standard, Enterprise Pinnacle. ; Unavailability: Free, Professional; |
Admins on Business and higher accounts can edit account-wide custom workflows. On Enterprise Standard and Pinnacle accounts this is a controlled admin permission, so some admins may not have it.
Space workflows can be edited by account admins of the corresponding space.
Note
Some options like add assignees or approvals upon status change can only be added to space workflows by space admins who also have account admin rights.
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Click your profile image 1 from the sidebar.
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Select Settings 2 from the dropdown menu.
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Click Workflow 3 from the sidebar. You'll see a list of all workflows in the account.
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Click the title of a workflow you'd like to edit. If you don’t see it, press Ctrl + F (or Cmd + F, if you're on a Mac), and search for it in the list.
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Click Add Status at the bottom of any status group to add a status to that section 4.
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Click an existing status to rename it 5, change its color 6.
Note
Tasks and projects that are currently in this status will have their appearance updated correspondingly.
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Optional: click on a status to enable the following options:
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Assign on status change 7.
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Allow manual transitions to the following statuses only 8.
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Add approval 9.
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Drag and drop statuses to arrange them within a status group in the order that makes the most sense for your team. The order you choose is the order that statuses will appear in a task’s drop-down status menu.
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Delete status 10.
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Click Save in the upper right-hand corner 11.
Space admins can make changes to space workflows.
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Open the space 1 in which the workflow is located.
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Click the gear 2 icon either from the sidebar or from the one which is located below the space’s name to open the space's settings.
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Switch to the Workflows 3 tab.
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Hover over the workflow you would like to edit and click the pencil icon that appears.
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From here you can edit the workflow as described in steps 5-8 above section.
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Click Done 4 to save the changes.