Adapt the workflow to your processes by deleting, renaming, relocating or adding new tasks. Personalise workflow phases with your terminology and hide those you don't need.
To customise the workflows, open the workflow section in the strategy menu. Define which tasks can be skipped when creating articles, which task corresponds to the approval, and which task is to be used for display in the calendar. The approval step must always take place BEFORE publishing.
You can also lock one or more tasks so that they are only completed by the assigned user and the task assignments in the article card cannot be changed.
Customise the steps in the workflow
- Rename tasks by clicking on their name. Edit the name, add a description if needed and save your changes:
- Add as many tasks to a phase as you like and assign them immediately to the responsible roles. To do this, use the "New task" option on the right, under “Save”
- If you create several tasks within a phase/status and set them as "skippable", the tasks can later be completed in parallel, regardless of the order shown. Only when all tasks within a status have been completed will the status be changed automatically
- You can adjust the order of the tasks. Drag the selected task to any position within your workflow by holding down the mouse button. A pink line shows you whether the desired position is possible for the selected task
- Use the "X" at the end of the line to hide tasks. You will then find these below the last workflow phase/status. You can add them again at any time
- If you deactivate all tasks within a phase/status, you will see a notification that you must first add a new task to the status to save the changes
- Alternatively, you can hide the phase/status. This option becomes visible when you move the cursor over the status name:
You can also reactivate a deactivated status in this way. If you drag a task into an inactive status, it becomes active again.
You can now save your customised workflow. If many users are actively working on your project, it is advisable not to apply the update immediately, but to set it for a later time:
Adjust the phases/status of the workflow (rename, adjust colour code)
In addition to changing the order of every task and adjusting the scope of your workflow, you can also adjust the naming and colour coding of the phases/status.
- Open the status options via the cogwheel symbol in the top right-hand corner of the workflow section
- Rename a phase/status by clicking on the name or the pencil icon at the end of the line
- To customise the colour of a phase/status, click on the colour circle and then select the desired colour or create the matching colour yourself
Your customised workflow will be applied in all related areas in Scompler:
