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Applying a Custom Workflow To a Task, Project, or Folder

Table 19. Availability - Legacy plans


Overview

All users except collaborators on Business and Enterprise accounts can apply account-wide custom workflows to tasks, projects, folders, and custom items.

Space workflows can only be applied to the tasks, folders, projects, and custom items located in the corresponding space.

When you apply a workflow to a folder or project, new tasks created in that folder or project are automatically assigned the first status from the workflow’s active group.

Change a folder or project's workflow

From the sidebar

  1. In the sidebar, navigate to the folder or project where you want to change the workflow.

  2. Right-click the work item or click the three-dot menu 1.

  3. Hover over the Change default workflow 2 option from the dropdown menu.

  4. Choose whether to set the workflow For tasks or For projects 3.

  5. Select the custom workflow from the dropdown 4 menu.

    From_sidebar.png

From the Item view

  1. Navigate to the relevant project or folder in Table view 1.

  2. Click on the work item to open it in the Item view.

  3. Click on the three-dot menu 2 located at the top-right corner of the overlay.

  4. Hover over the Change default workflow 3 option from the dropdown menu.

  5. Choose whether to set the workflow For tasks or For projects 4.

  6. Select the custom workflow from the dropdown 5 menu.

    From_item_view.png
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