Workflow View

Within the Project Workflow you can map out each stage of your project cycle, which is perfect for implementing agile processes such as Kanban. Examples of projects that suit this style of working include Recruitment, Auditing, Product and Software Development, Marketing, and Creative Design.

With more of a structured approach, tasks can flow through stages with ease, with Categories forming columns and Tasks being grouped within them from top to bottom.

Accessing the Workflow View

1. Start by opening the project that you would like to manage from within the Menu. Once the project is open, select Workflow from the options in the top right-hand corner of the screen. Once you’ve selected the Workflow view, your Categories will be displayed from left to right.


2. In the Workflow view, you can drag and drop tasks to easily re-order them between Categories. As a Category grows, scroll down within a column to see more Tasks. The changes you make will automatically be saved when you access the project again.


3. Tasks which are not categorized will be grouped together in the last column of the project, under ‘Uncategorized Tasks’.

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