Workflow Settings

Create a Workflow Template

Workflow Templates allow for consistency and efficiency when creating and managing projects. Workflows can be configured as best practices without the ability to modify or they can be used as a foundation to build off of and customize based on the needs of individual projects. Each default tab in the workflow modal has unique customizable fields. Default tabs: Charter, Tasks, Project Benefit, Settings.

Creating a Workflow

Create a new workflow from scratch with the “new Workflow” button
Clone an existing workflow to later modify by selecting a workflow tab from the “Copy to” dropdown
Add new custom tabs with the “+” button.
- Custom tabs include text, team member, and photo tiles

Charter

Configure tiles and add content as a foundation for each project
Lock users from removing tiles in the charter

Tasks

Create new groups and individual tasks
Lock users from editing specific groups or tasks

Project Benefits

Create new benefits with cost or benefit direction
Lock users from editing benefit tiles from template

Settings

Select visibility settings by department
- Only projects in the selected departments can use the workflow
Control flexibility of the project
- Allow users on team to edit other people’s tasks

Kyla Kozole2024-09-17T12:59:35+07:00September 19th, 2020|Blog|

About the Author: Kyla Kozole

Kyla Kozole has the official title of Director of UI/UX at KPI Fire. She also has the unofficial nickname of "pixel police". She is a talented digital designer, and also a world class multi-medium artist. She is a teacher/trainer of humans and animals. As an excellent communicator, she not only translates her artistic vision into captivating designs but also fosters collaboration and understanding within diverse teams creative force, weaving together her skills in design, art, animal training, and communication to make a lasting impact in the worlds she touches.

Workflow Settings