You are here: Configuring Projects > Customizing workflows > Configuring workflow states

Configuring workflow states

A state is a step or decision point in the workflow. While items are either open or closed, you may create different states. For example, an open issue can be On Hold or Pending Verification.

1. Choose Tools > Administration > Workflow.

The Configure Workflow dialog box opens with the States tab selected.

2. Select an item Type. The items change based on the selected type.

3. Click Add to create a new state. See Adding states.

4. Select a state and click Edit to change it. See Editing states.

5. Select a state and click Top, Move Up, Move Down, or Bottom to change the display order.

6. Select a state and click Inactivate to inactivate it if no longer used. See Inactivating states.

7. Select a state and click Delete to delete it. See Deleting states.

8. Click OK to save the changes.

 

Additional documentation  |  Knowledgebase  |  Blog  |  Technical support