Creating a Space Workflow
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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Open the space for which you would like to create a workflow.
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Click the gear icon in the upper right-hand corner of the space.
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Switch to the Workflows tab.
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Depending on if you want to create a workflow for tasks (task-based items) or projects (project-based items), click Add or create workflow button under the corresponding section.
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In the drop-down that appears, click Create new workflow.
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From here, you can:
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Name the workflow
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Add statuses to the workflow
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Edit statuses
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Add transitions, assignees, and approvals upon status change (some of these options might be available only to account admins)
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Move statuses in-between status groups
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Click Save to create a workflow.
Important
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You can create no more than 20 custom workflows per space.
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Space custom workflows can be used within the parent 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.