Workflows

The Workflows tool is used to create and maintain project workflows.

A workflow consists of phases, and each phase can have an assignee and a checklist.

Workflows are used in the Topics tool to standardize how issues are handled.

Create a new workflow

Open Workflow.
Enter a Description for the workflow.
Enter a Description for the workflow.

Add phases:

Enter Phase name.
(Optional) Select Person to assign for the phase.
Add checklist items under Checklist (use + to add items).

Use the + button next to the phase section to add another phase.
Click Save.

Edit an existing workflow

Select a workflow from Load.
Make changes to the description, phases, assignees, or checklist items.
Click Save.