Help Center
Account Administration
How to access workflow (statuses) settings?

How to access workflow (statuses) settings?

Permissions The following can access this section:

Account Owner
Account Administrator with permission: "Access to account settings".

Click on the "Company name"1 and select "Administration"2, then select "Workflows"3:

Alternatively, click on the avatar1 in the bottom left corner and go to the Administration section2, where select "Workflows"3:

Leave your review Did this article help you?

Glad we could help! What was helpful?

I quickly found what I needed. The article is easy to read. Everything is written clearly and understandably. My issue has been resolved. Worksection is convenient and understandable.

Sorry this didn't help. What went wrong?

The article was unclear or difficult to understand. I would like a video tutorial on this topic. This feature doesn't work as I expected. I couldn't find what I was looking for. I still haven't found the answer to my question. I want to contact support.

What does the "Workflows" section contain and what is it for?

What is the difference between "Task statuses" and "Project statuses"?

How to set a workflow as the default for new projects?

How to add a status to a workflow?

How to rename a workflow?

How to assign a workflow to a project from the account administration page?

Where to see how many projects a workflow is applied to and how to quickly find the needed project?

What are the workflow status categories and what do they mean?

How to drag a status between categories or change its position?

How to delete or edit a status in a workflow?

How to delete a workflow? What are the deletion restrictions?

How to create a new workflow?

How are project statuses configured and where are they displayed?

Next What does the "Workflows" section contain and what is it for?

Didn't find the answer?