How Can I Add Custom Workflow to Project?
There are two ways you can custom task status to the project.
- From Quick Links
- From Status workflow settings
From Quick Links:
- Click on Quick Links>Project
- In create project pop-up, provide project name, short name, priority, project template (if any).
- Select your workflow in Choose your workflow.(Refer Image-1)
- Click on Create.
Or,
From Status workflow settings:
- Click profile icon >Company settings> Status workflow settings
- Click on the status name and click Create Project.(Refer Image-2)
- Provide project name, short name, priority, project template (if any).
- Select your workflow in Choose your workflow.
Note- You cannot change the Workflow once the project is created.