Creating workflows in lists

You can use Lists in Projects to create Workflows that will allow members to follow processes from initiation to completion. Below are the steps to create a workflow.

Step 1

Click on the menu of the list you want to add a workflow to and choose List settings.

Step 2

Click on Enable workflow and click on the pencil icon or the Add workflow action button to edit the workflow action.

Step 3

Enter a Button Label, then select which list you’d like to move the task to on this workflow action. You can also assign the task to another user (optional) with this workflow action.

Finally, click on Save.

 

You can add, edit, or delete workflow actions as needed.

This is how workflow actions will appear in the task:

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