Setting the Workflow


The first thing you need to get started in the Agile application is setting the stages by which the issues in your projects will be executed, from creation to completion. The path or the list of steps that you specify is called a workflow. The stages will be displayed on the Agile board in the form of columns. This will allow you to see instantly how many working processes there are, at what stage, and what is already completed. You can create any number of work processes and use them in different Agile projects.

To create a workflow, go to the Agile application settings:

Here you will see examples of processes created by default. You can delete or change them.

Creating the Workflow

Click on the Create workflow button.

Specify the process name and create the stages. For each stage, assign a global status.   

Global statuses have a colour indication, due to which you can visually evaluate their completeness in backlog sprint and find elements that need to be checked.

Colour indicators of global statuses in the backlog

After saving the process, at any time by clicking the title (1) you can change the order of stages via Drag & Drop (2), edit the stage names (3), or delete the unnecessary ones (4).

  • To change an existing workflow, click on its name.
  • To delete it, put the checkmark in the checkbox next to the process name.