Manage 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.

You must be a company administrator 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 Create company workflows.
To work with an existing workflow, click the vertical ellipsis button on a workflow and select an option.
- To make changes to the workflow, click Edit. See Edit company workflows.
- To make a copy of the workflow, click Duplicate. See Duplicate company workflows.
- To set the workflow as the default for all new projects in the company, click Set as default. See Set the default workflow for a company.
- To activate or inactivate a workflow, click Activate or Inactivate. See Activate and inactivate company workflows.
- To delete a workflow, click Delete. See Delete company workflows.