Managing company workflows

Workflows are created and managed at the company level. Use them to customize your company's Kanban board columns. For example, you can create columns to track the progress of an asset through its lifecycle, from creation through release.

To apply a new workflow to an existing project, see Change a project workflow.

Note

You must be a company admin to manage company workflows.

Click your avatar and choose Company settings.

The Company settings pane opens.
Click Workflows.

Existing workflows are displayed. You can click the workflow name to see the workflow details or use the search to find a workflow.
To create a new workflow, click Create workflow. See Creating company workflows.
To work with an existing workflow, click the menu icon on a workflow and select an option.
- To make changes to the workflow, click Edit. See Editing company workflows.
- To make a copy of the workflow, click Duplicate. See Duplicating company workflows.
- To set the workflow as the default for all new projects in the company, click Set as default. See Setting the default workflow for a company.
- To activate or inactivate a workflow, click Activate or Inactivate. See Activating and inactivating company workflows.
- To delete a workflow, click Delete. See Deleting company workflows.