Due to the large number of items in projects, using a single workflow for all items is not practical. Multiple workflows, as the name implies, enable the creation and management of more than one workflow within a project. This flexibility allows projects to accommodate a broader range of content types. To learn more about how to build your workflow, check out this article.
Who can add a workflow to your project?
Users with the following rights can add and create workflows:
How to Create Additional Workflows
Each project you start will come with a standard workflow consisting of four stages: New Item, Draft, Review, and Completed. You have the option to modify this workflow as required. However, if you wish to assign distinct workflows to various items, you must create additional workflows.
- Navigate to the Workflow tab.
- From the workflow tab, select New Workflow.
- This will open the workflow creator and enable you to build your new workflow.
- When you've built your new workflow, be sure to save changes.
How to Assign a Default Workflow
After creating several workflows in a project, you can select one as the default. The default workflow will be automatically assigned to new items and displayed on your account dashboard and project overview screens. You can identify the current default workflow for your project by the blue "default" tag.
- Navigate to the Workflow tab.
- Select the menu from the bottom right-hand corner of the workflow tile.
- Choose the Make default option.
- This workflow is now the default, and all new items will be assigned.