Change a project workflow

Each P4 DAM project uses a workflow, which supports your team's process. The workflow defines the statuses, or states, that assets can have. For example, a workflow may have Open, In Review, Reviewed, and Released states. Each state is a column on the project Kanban board.

Workflows are created and managed at the P4 DAM company level. For more information, see Manage company workflows. A default workflow is set at the company level for all projects in the company, but you can use a different workflow if your project requires it.

You must be a company administrator or project administrator to change the workflow used for a project. Ask your company administrator for help if you need a new workflow or changes to an existing workflow to support your project.

To learn how to change a project workflow at the company level, watch this video or review the instructions following the video.

  1. Open the project.

  2. In the pane on the left side of the page, click Project settings.

    The Project settings pane opens.

  3. Click Details.

    The workflow currently used for the project is displayed.

  4. Next to Workflow, click the Edit button .

    A list of all active workflows created for the P4 DAM company is displayed.

  5. In the Change workflow pane, select the workflow to use for the project. You can search for a specific workflow. Default workflow indicates the workflow set for all projects by default in the company workflow settings.

    To view the states and type of each state used in a workflow, under the workflow name, click View details.

  6. Click Next.

  7. In the Map states pane, select the state in the new workflow that will replace the state in the current workflow. Each state must be mapped.

    Only states that are the same state type in the current and new workflows are available for mapping. For example, you cannot map an Open state in the current workflow to an In Progress state in the new workflow.

    When the new workflow is applied to the project, the status of assets using the old state changes to the new state. For example, if the current workflow has a Reviewed state and the new workflow does not have this state, but has an Approved state that you want to use instead, click Approved next to the Reviewed state. When the new workflow is applied, assets with a Reviewed status are updated to the Approved status.

  8. Click Save.

    The changes are saved and the new project workflow is applied.