How to use Workflow Feature

What is workflow?

Workflow is a well-planned order of the actions and tasks you must carry out in order to finish a certain project. A project management workflow is more effective and efficient when the tasks are performed in a clear order.

To begin, create a workspace and a board; then, click on your board; then a new window opens.

 

Steps for creating a workflow:

Click on three dots appears at the right corner, and a new wall appears with the option of selecting a workflow.

A new window appears as a workflow, where you have to enter all your details.

Step 1: You have to enter your workspace title, and select your notification type.

 Step 2: Then enter your column type, remembering to select either default or dropdown status or your workflow will not be created.

Step 3: After that, you must select your working status.

 Step 4: You have to choose the approval level for which persons you want to approve your workflow, or you can add many persons at once by clicking on "add" and then choosing more persons.

 Step 5: Then you must select a filter; this is optional; it is entirely up to you.

 Step 6: Then select column visibility.

Step 7: Then enter your approved or rejected status.

Then specify how you want to be notified when a workflow is created or an issue is rejected.