Configuring workflow states

A state is a step or decision point in a workflow. Items are either open or closed, but are also in a state to indicate the status. For example, an open issue can be On Hold or Released to Testing. States are displayed in the Status field in items.

1. Choose Tools > Administration > Workflow.

The Configure Workflow dialog box opens.

2. Select an item Type.

3. On the States tab, click Add to create a state. See Adding workflow states.

4. Select a state and click Edit to change it. See Editing workflow states.

5. Select a state and click Top, Move Up, Move Down, or Bottom to reorder the list.

For example, you may want to group open and closed states or arrange states in the order that follows your process to make it easier to work with them in this dialog box.

6. Select a state and click Inactivate to inactivate it if no longer used. See Inactivating workflow states.

7. Select a state and click Delete to delete it. See Deleting workflow states.

8. Click OK to save the changes.