Workflows are an essential part of project management. With our status workflows, we help you take a step towards achieving compliance and enable you to have greater visibility over the state of your work. In this article, we will walk you through how to use workflows. With this feature, you can easily use your workflows to suit your organisation's needs and ensure tasks are completed efficiently and accurately.
To learn how to configure workflows, check out this article.
Now that you've configured your workflows, it's time to use them. Similarly to how you can set a default experiment template for a workspace, you can also set a default workflow! This means that whenever someone within the workspace creates an experiment, the workspace's default workflow will automatically be used.
To set the default workflow for a workspace:
Go to Workspace Settings
Click the Experiments tab
Locate "Default Status Workflow"
Click "Specify status workflow"
Select the appropriate one
You can also choose a specific workflow for a particular experiment template. It ensures experiments created from that template will use that workflow instead of the default one. If an experiment template does not have a workflow, experiments created from it will use the default workflow for the workspace. If an experiment is created without a template, it will use the default workflow for the workspace. If there is no default workflow for the workspace, experiments created without a template will not have a workflow.
To set the default workflow for a specific experiment template:
Create or navigate to an Experiment template
Navigate to the "Status Workflow" tab
Click "Select Workflow"
Select the workflow of your choice
To learn how to configure workflows, click here.
Still need help?
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