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TasksHow to manage workflow in tasks

How to manage workflow in tasks

  1. Accessing task workflow:

    • Select the task list and at the right next to the “Table view” option and select “Workflow“.

  2. Editing workflow stages:

    • In the Workflow edit window, you’ll see options to edit the workflow stages.

    • Enter the name of the new stage and choose a color to represent it.

    • Change stage color: Click on the color next to a stage name to change its color.

    • Rename stage: Rename stage.

    • Delete stage: Hover over a stage, click on three dots, and select “Delete“.

  3. Apply changes:

    • Once you’ve made the necessary changes to your workflow stages (adding, renaming, deleting stages, changing colors), simply close the workflow edit window.

    • The task list will instantly reflect the updated workflow with the new stages or modifications.