How do I create workflows?

Learn how to create and use workflows

Written by AndreiLast update 2 years ago

Workflows are a series of task statuses that indicate how the project is evolving and the state of the tasks. By moving tasks from one column to another, you mark the current state of that task based on the project's different stages.

Paymo provides a Default Workflow (ToDo, In Progress, Complete). You can set up custom workflows by heading to Company Settings →  Workflows.

Any changes made to the workflow will affect all projects, including those created before the changes occurred. Workflows can be edited only by the admin users.

NOTE: If you want to delete a workflow, make sure to remove it from all existing projects.

You can also merge two or more workflows into one by heading to Company Settings →  Workflows.

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