Overview

A workflow sets the steps a task takes — from open work to acceptance — and who may move it on.

What workflows are for

Service providers use workflows so clients see the same process: open work, implementation, review and finish. Your own workflows let you rename statuses, set toggles and decide who may move a task.

• Clone the public default workflow into your company
• Name statuses and transitions the way your team speaks
• Mark which status is the client review step

Where to find it

Open the avatar menu at the bottom of the sidebar and click Workflows. Workflows is not a main sidebar item.

The menu appears only if your company owns the active theme. Clients who work in an agency theme do not see Workflows.

You can also open Manage workflows from a project’s Workflow field. See Project settings.

How it works

1. Open the list

   Choose Workflows in the avatar menu. The list shows the public Default workflow and any workflows your company already owns.

2. Clone or create

   The default workflow is public and clone-only. Click it to copy it. Or click New Workflow, pick a Template and click Create. FeatValue copies that template into your company.

3. Edit statuses and transitions

   Select a status to change its Name, toggles and transitions. Details: Status and Transitions.

4. Assign it to a project

   On a premium project, set Workflow in the project details. FeatValue then converts existing tasks to the new statuses.

Permissions and plans

Individual workflows need a paid plan: Starter Starter , Pro Pro or Enterprise. Without that plan, Workflows opens a payment modal. Plan details: Plans.

Troubleshooting

Workflows is missing from the avatar menu

You are on another company’s theme, or you were invited as a client. Only the company that owns the active theme sees Workflows.

A payment screen opens

Your company is not on Starter, Pro or Enterprise. Upgrade, then open Workflows again.