Statuses & Workflow States

The chart below lists the various workflow states and if they enforce required fields, hides projects from mobile list view, is read-only, triggers exception tagging, triggers notifications, and is set when a user clicks yes to prompt to complete.


  • 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.


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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