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 1 for which you would like to create a workflow.
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Click the gear 2 either from the sidebar or from the one which is located below the space’s name.
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Switch to the Workflows 3 tab.
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Based on whether you want to create a workflow for tasks (task-based items) or projects (project-based items), click Add or create workflow 4 button under the corresponding section.
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In the drop-down that appears, click Create new workflow 5.
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From here, you can:
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Name the workflow 6.
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Add statuses to the workflow 7.
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Edit the name of the statuses 8.
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Choose the color for the status 9.
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Add transitions, assignees, and approvals 10 upon status change (some of these options might be available only to account admins).
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Delete the status 11.
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Move statuses in-between status groups.
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Click Save 12 to create a workflow.
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.