Edit company workflows

You can edit a company workflow to make changes to it. You can rename a workflow, add or update state names and colors, reorder states on the Kanban board, and add or update transition rules.

1. Select your avatar and choose Company settings.

   The Company settings pane opens.

2. Select Workflows.

   Existing workflows are shown. You can select a workflow name to see the workflow details or use the search to find a workflow.

3. Select the vertical ellipsis button on a workflow and select Edit.

   The Edit workflow pane opens.

4. Make any changes. See Create company workflows.

   Workflow states can be deleted if they are not assigned to any assets. You must have a minimum of three states, with one of each type: Open, In progress, and Closed.

5. Select Finish.

   The workflow is updated.