# Workflows & task types

{% hint style="success" %}
To access workflow and task type setup, you need an **Enterprise** plan.
{% endhint %}

### How to create a workflow?

A workflow defines the path a task takes from creation to completion.

To create a workflow:

1. Go to **Settings > Task Manager Settings**.
2. Open the **Workflows** tab.
3. Click **Add Workflow**.
4. Enter a name and description.
5. Click **Save and Continue** to start building the workflow scheme.

After saving, you’ll be taken to the workflow builder interface.

### How to configure a workflow scheme?

The workflow scheme appears in the workspace. The sidebar is used to configure selected elements.

The workspace includes:

* **Start** – the initial point (cannot be edited or deleted).
* **Status** – task statuses. Default types: *To do, In progress, Done* (editable names).
* **Screen** – forms used when changing a task’s status.
* **Transitions** – connections between statuses that define allowed progress paths.

#### Adding and connecting elements

* New elements are created by clicking nodes on the edge of a Status element. By default, a new **Screen** and **Status** are added, linked with a transition.
* To connect existing elements, click and drag from one Status node to another. The direction depends on the source Status.
* You can move Status elements with drag-and-drop; all links are preserved. Use zoom and lock buttons for easier navigation.
* To delete a Status, click it and press **Delete** or **Backspace**. All linked Screens and Transitions are also deleted. Default elements cannot be removed.

#### Workflow validation rules

A workflow is valid if:

* It includes at least one **Done** status.
* All transitions end in a **Done** status.
* All custom fields are used in at least one Screen.

### How to configure a Screen element?

A Screen represents the form shown when changing a task’s status.

When selected, the sidebar switches to editing mode. By default, a Screen contains:

* **Screen name field**
* **Add New Field** button
* **Add Custom Field** button
* Default fields:
  * Status
  * Priority
  * Summary
  * Description
  * Task type
  * Assignee
  * Reporter
  * Due date
  * Add asset

Default fields cannot be changed and appear in every Screen.

#### Adding fields

* **Add New Field** – create a new fully customizable field (choose type, set validation, save).
* **Add Custom Field** – reuse an already created custom field.

All custom fields are automatically available for all Screens and Statuses.

The list of fields is shown in a table with:

* **Field** – name, type, validation rules (if applied).
* **Visible** – checkbox to display the field in the task manager form.
* **Editable** – checkbox to make the field editable.

### How to configure a Status element?

A Status represents the form shown when editing a task.

When selected, the sidebar shows:

* **Status name field**
* **Status type field** (3 options: *To do, In progress, Done*)
* **Transitions block** (list of transitions connected to this Status)
* List of custom fields (if added via Screens), each with an **Editable** checkbox

Default fields included in every Status:

* Status
* Priority
* Summary
* Description
* Task type
* Assignee
* Reporter
* Due date
* Add asset

Default fields cannot be removed.

### How to link a workflow to a task type?

For a workflow to appear in tasks, you must link it to a task type:

1. Go to **Settings > Task Manager Settings > Task Types**.
2. Click **Add Task Type**.
3. Enter a unique name.
4. Select a previously created (complete) workflow.
5. Click **Save**.

The new task type will appear in the dropdown list of task managers when opening the **TASK MANAGER** tab on the top panel.

### FAQ

<details>

<summary>How do I create a new workflow?</summary>

Go to **Settings → Workflows → Add Workflow**, fill out the form, and build the scheme.

</details>

<details>

<summary>Why can’t I link a workflow to a task type?</summary>

Make sure the scheme is complete:

* At least one **Done** status exists.
* All transitions end in a **Done** status.
* All custom fields are used in at least one Screen.

</details>

<details>

<summary>How do I create a task type?</summary>

In **Task Types**, click **Add Task Type**, set a name, and select a workflow.

</details>

<details>

<summary>Why can’t I delete a workflow?</summary>

Deletion is disabled if the workflow is already linked to a task type.

</details>

<details>

<summary>How do I edit an existing workflow?</summary>

Click **Edit** next to it, make changes, and save.\
For workflows already linked to existing tasks, only **View Mode** is available.

</details>

<details>

<summary>Where can I see previously created custom fields?</summary>

Go to **Settings → Task Manager Settings → Custom Fields**. You can view, edit, add, or delete fields.

</details>

<details>

<summary>Can I copy an existing workflow to create a similar one?</summary>

Yes. Click **Duplicate**, enter a name, and a copy will be created with the same settings.

</details>

***

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