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Creating a Custom Workflow

Table 41. Availability - Legacy plans


Overview

Admins on Business and Enterprise accounts can create custom workflows. In Enterprise this is a controlled admin permission, so some admins may not have it. All users except collaborators on these accounts can apply custom workflows.

Create a new workflow to meet a team’s needs and add statuses within that workflow that reflect the typical statuses your tasks go through.

Create a custom workflow

  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 on the account.

  4. Click + New workflow.

  5. Enter your new workflow’s name. By default, it has one status in the Active and Completed workflow categories. While these default statuses can be edited, they can't be deleted.

  6. Add statuses to your workflow by clicking + Add Status at the bottom of any workflow group, entering its title, and selecting a color for that status.

  7. Rename, delete, or change a status color by clicking that status.

  8. 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.

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

When you create a new workflow it becomes immediately available for all team members to see and use.

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