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Editing Workflows in Spaces

Table 75. Availability - Legacy plans


Overview

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.

Default workflows of a space

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:

  • It is applied to new projects or tasks created in the space.

  • New tasks and projects created in the space automatically get the first status from the active group of the corresponding workflow.

Change the default workflow of a space

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.

Spaces_-_Edit_workflow_in_spaces.png
  1. Navigate to the relevant space.

  2. Click the gear icon 1 in the upper-right corner.

  3. Click the Workflows tab. 2

  4. The current task and project default workflows have Default to the right of its name.

  5. Click Add workflow. 3

  6. Select the workflow you want to set as default for the tasks or projects of the space.

  7. Hover over the name of the workflow and click Set default, 4 which appears on the right.

Recommended workflows for a space

Note

You can't set the recommended workflows for your Personal space.

When you set up a recommended workflow:

  • 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.

Set recommended workflows in a space

  1. Navigate to the relevant space.

  2. Click the gear icon in the upper-right corner.

  3. Click the Workflows tab.

  4. Click Add workflow.

  5. 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 next to the default one.

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