Statuses & Workflow States

The chart at the link below lists the various workflow states and if they enforce required fields, is read-only, triggers notifications, is set when a user clicks yes to prompt to complete, and hides project from mobile view when main admin setting for "Hide completed projects" is checked and not checked

View Statuses & Workflow States Chart

  • Any user with a role that permits them access to all projects can always edit a project, even if it has been marked read-only.

1. Set the work states by going to the template editor and adding or editing a status.

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2. The trigger for email notifications must be set in the workflow types along with the prompt to complete and tag on complete.

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