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How to use Workflow

App Installation & User Guide Manual

How to Use Workflow

1. Create a Workflow
column

 

Go to the "Column Center"

 

 

 

 

 

 

Search for "Workflow" column

 

 

 

 

 

Add it to your board
 

COLUMN CENTER.png
ADD WORKFLOW.png
ADD COLUMN.png

2. Add Workflow labels

Click on the "setting three dots" , then go to "settings" and click on "Customize Status Column" 

SETTINGS2.png

Add the items labels to the Workflow column

Note - we recommend renaming the default gray status to something you can use

LABLES.png

3. Access the "Edit Workflow" page

Return to the board, click on the workflow column and click on "Edit Workflow"

Note - only board owners can access the edit section page of the Workflow column

EDIT WORKFLOW.png

4. Design your Workflow

Go to "Workflow Design" tab, and start desgining your workflow using the "drag & drop" tool.

From the left side, drag the labels and create connectors between the lables

CONNECTORS 2.gif

5. Configure the step permissions 

Once a connector is created, a "step configuration" box appears at the bottom of the flowchart page. For every status change, click on the permission box 

and define the step Permission

 

 

 

 

There are three options:

 

1. All users: Every user who has access to the board can change the status - default option

2. Based on the person column: only user/ team selected in a specific person column can change the status.

3. Personal permissions: only chosen person/ team can change the status.

Example: only a person selected in the "PM column" or a member of the "spot-nik sales" team can change the status from "Start" to "Working on it"​

 

 

PERMISSION 2.png
PERMISSONS.png
PERMISSONS.png

6. Configure Required columns 

Once the permissions are defined, click on the Required columns box  

and define the step Required Column

​​​​For every status change, the board owner can define which columns will be required or optional to be populated by the user.

Example: To change the status from "Start" to "Working on it," the user will have to fill in the "Project Description" column and will also be asked to fill in the "Numbers" column.

FORM.png
EMPY REQUIRED.png
SELECTED REQUIRED COLUMNS.png

7. Review your Workflow configuration

Repeat steps 4-6 to complete your workflow configuration.

Once finished, go to the "Step Configuration" tab to review that all the steps are configured and that both Permissions and Required columns are defined.

WORKFLOW COMPLETE.png
STEP CONFIGURATION.png
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