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Automation using Workflows

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Establishing consistent workflows for each task ensures that every team member follows the same process, leading to an improvement in quality and a reduction in errors.

Automation of task flows using workflow can lead to enhanced efficiency and streamlined work processes in your project/workspace. Creating uniform workflows and identifying potential opportunities for automation can be especially effective in achieving this outcome.

Workflows are typically used to describe the predetermined sequence of steps involved in creating and executing tasks for a project.

About Workflows:

  • It is possible to create multiple workflows for a single project, which can be distinguished by the types of domains or fields required, as well as the specific sequence of steps to be followed for each task.
  • The workflow will be segmented into the following sections:
    1. Fundamental components (using the default template)

    2. Flow elements and return elements that determine task assignment and movement.

  • At the project level, workflows can have different levels of visibility, such as Shared (public), Closed (limited to the team), or Restricted (private to the project). These visibility settings can be modified in the project settings, similar to other project-related configurations.
  • The default workflow for each project is typically set to Closed, meaning it is shared only within the team unless changed.
  • For personal projects, the default workflow is set to Shared, which means that it is shared within the organization.



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