Unlinking a Project from a Project Workflow

Project workflows are designed to streamline and accelerate the creation of new projects. This is especially valuable for companies that frequently manage standardized, repeatable projects.

But what if a specific project needs to deviate from the standard process? For example, it might require a different number of stages or milestones. The work structure of a project linked to a workflow cannot be modified, and building a new project from the ground up is inefficient.

The solution is to unlink the project from its project workflow.

Effects of Unlinking a Project from a Workflow

When you unlink a project from its workflow, the following changes take place:

• The work structure becomes editable within the unlinked project. These changes will not impact other projects created using the same workflow.
• Automations are removed from the unlinked project, as they are a component of the original workflow.
• The unlinked project will no longer be visible on the Project Workflow board.
• The original workflow can be edited, and those changes will not be applied to the unlinked project.

How to Unlink a Project from a Workflow

Important: This action can only be performed by Project module administrators, the project manager, or the assistant project manager.

Follow these steps to unlink your project:

1. Navigate to the project that you created from a workflow. To confirm if a project is linked to a workflow, enter the project's edit mode—the workflow's name will be displayed in the "Project Workflow" field.
   
2. From the project's main page, click the three-dot menu in the upper-right corner and select the "Unlink from project workflow" option.
   
3. A confirmation prompt will appear. Confirm the action to proceed.
   

That's it. The project's work structure is now fully editable.

If you have any issues or concerns, please contact our customer support via in-app chat or email us at [email protected]