Creating a Space Workflow
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Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
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Availability: Team, Business, Enterprise, Pinnacle. ; Unavailability: Free; |
Space admins can create space workflows.
Space workflows are custom workflows created within a specific space that can be used only within this particular space.
Space workflow is a workflow belonging to a particular space. This workflow can be tailored for your team's needs and easily edited from the space settings by the space admin.
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Navigate to the relevant space 1 in the sidebar where you want to create a workflow.
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Click the gear icon 2 next to the space overview in the sidebar.
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Click the gear icon 2 below the space title in the current view.
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Switch to the Workflows 3 tab. You'll see a Table view listing all workflows created within the space.
You can search, sort, and group workflows, as well as enable fields from the toolbar 4.
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Click + Workflows 5.
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In the menu that appears 6, hover over one of the following options to specify where the workflow should apply:
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Tasks (for task-based items only)
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Projects (for project-based items only)
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Both tasks and projects (to apply to both type of items)
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Click Create new workflow 7 from the drop-down menu.
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From here, you can:
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Name the workflow 8.
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Add status to the workflow 9.
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Edit the name of the statuses 10.
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Choose the color for the status 11.
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Add transitions, assignees, and approvals 12 upon status change (some of these options might be available only to account admins).
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Delete the status 13.
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Move statuses in-between status groups.
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Click Save 14 to create a workflow.
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Click Done to apply the workflow to the space.
Important
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You can create no more than 20 custom workflows per space and up to 10000 space workflows per account.
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Space custom workflows can be used within the specifc space only. However, they are visible to all users in the account who have access to the space.
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An account-wide workflow can't be turned into a space workflow. But a space workflow can be converted to an account-wide one.
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In a locked space, you can add as assignees upon status change only users from this space.
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Space workflows can be used only in Request forms and automation rules created from the same space.