Changing Space Default Workflow
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Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
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Availability: Business, Enterprise, Pinnacle. ; Unavailability: Free, Team; |
Space admins can set workflows in spaces they manage.
In space settings, you can define separate default workflows for all projects and tasks that users create in the space.
You can also define a set of recommended workflows. They'll appear in a separate list.
Note
Projects and tasks can have only one default workflow each in a single space.
When you set up the default workflow for projects or tasks:
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It is applied to new projects or tasks created in the space.
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New tasks and projects created in the space automatically get the first status from the active group of the corresponding workflow.
Important
Make sure that there is at least one custom workflow in your account before you proceed. If the only workflow in your account is the default one you won’t see the Workflows tab in the menu. Learn about how to create a custom workflow here.
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Navigate to the relevant space in the sidebar.
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Click the gear icon 1 next to space overview in the sidebar or click the gear icon 2 under the space's title.
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Click the Workflows tab 3.
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Click + workflow 4.
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Select the workflow (either by typing in the search field or by choosing from the list) you want to set as default for the tasks or projects of the space.
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Click the 3-dot button 5 besides the name of the workflow and click Set as default task workflow 6, which will appear on the right.
Note
You can't set the recommended workflows for your Personal space.
When you set up a recommended workflow:
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Space members will see the recommended workflows below the list of statuses when they change the status of a task within the space or one of its folders/projects. They'll see all other workflows under the Other menu option.
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Navigate to the relevant space in the sidebar.
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Click the gear icon 1 next to space overview in the sidebar or click the gear icon 2 under the space's title.
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Click the Workflows tab 3.
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Click add workflow 4.
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Create the custom workflow, or select the workflow you want to set as recommended for the tasks or projects of a space.
The selected workflow will be shown in the list below the default one.