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 the drop-down menu in the PROJECTS tab. Once the Project is open, select WORKFLOW from the options in drop-down situated in the top-right corner of the app.

2. Once you’ve selected the Workflow view, your Tasks and Categories will be displayed from left to right.

3. As Projects grow and more Tasks are added, the Workflow View will become more populated with your Tasks.

4. Tasks which are not categorized will be grouped together in the last column of the Project, under Uncategorized Tasks.

Re-ordering tasks

To reorder Tasks within a Category, or to move tasks through a process, simply drag and drop them within or between columns.

The Task will then be placed in your newly assigned section.

Please note: Access to this feature is subject to the plan that you’re on. For more information, please get in contact at