How does a default Workflow get created ?
Whenever a new team is created, a default workflow is automatically added to the workflow panel in the team settings sidebar. Additionally, creating a workflow results in the creation of a default team, complete with its default workflow.
Here are some key points about the default workflow settings:
Default icon:
The default workflow can be easily identified by a default icon towards the left side of the workflow name, as shown in the image below:
Privacy:
Default workflow is initially set to “Closed” privacy, limiting access to members of the workspace and team/project. Closed privacy workflows are represented by task type icons colored in black, as shown below in the image:
Default assignee:
The default workflow comes with unassigned default assignee. However, you have the flexibility to customize the assignee by accessing the information icon that appears on hover and has been highlighted in the below image:
Note: Please note that the default assignee for the Workflow and the assignee for the incoming or first stage of the Workflow are the same:
Workflow Naming Convention:
The default naming convention for the Workflow name and information will be the name of the team followed by a numeric.
Default task settings in the Workflow:
The default settings for a task include a medium priority, a due date of 3 days, and automatic archiving after one day. These settings have been highlighted below in the image:
Default stage in the Workflow:
By default, the first stage will be the incoming stage for the Workflow, and the icon for the incoming stage will dynamically update based on changes made to it from the WF settings page:
Note that based on your specific requirements, you have the flexibility to include additional fields in the Workflow like attachments, subtasks, child tasks, descriptions, and flow elements. Any fields added from the Workflow settings page will be attached during task creation using the Workflow.