Workflow
Last updated
Last updated
A workflow is a series of processes that are necessary to complete a work. The Workflow in WorkZappy consists of multiple status nodes. You can use a specific workflow to track every single Work Type.
To manage the Workflow in your project,
Click on the "Settings" tab located at the top of the screen after entering the project.
On the next page, select Workflow from the setting navigator.
Click on the Create Workflow button in the upper right and write a name to create a workflow.
A newly created workflow comes with default statuses. You can customize the workflow status according to your needs.
(Click the Edit Status button on the Action column to enter customize the workflow)
Click the Add status button and write a name to add status.
Drag and drop the status widgets to reorder them.
There are 3 types of workflow status: Not started, In progress, and Completed.
Defining the type of status help WorkZappy track your work progress, allowing more accurate data analysis in risk alert, charts, and features like Team and Roadmap.
To modify the status type,
Click the Status Types.
Select the desired type and modify the name(if necessary).
Check the box in the table view to set the direction in which works can transfer.
The Flowchart View lets you visually see the workflow status transfer relationship.
You can reuse a workflow from existing projects for quick setup.
To duplicate a workflow:
Click the Copy from other projects button in the upper right corner.
Select the project and the workflow to copy
Add a name to the workflow.
Click the Duplicate button on the action column that helps you create a copy of the selected workflow within the project.
To delete the workflow, click the Delete button on the action column.
Or if you want to add a status next to a specific column, click on button on the status and select Insert status right.
Click the icon to expand the dropdown on a status.
To delete a status, click on button on the status and select Delete status.
