Go with the flow! Workflow is another significant part of the Axosoft product. It communicates and tracks your team's progress while triggering actions automatically. If you're a general user, the first link below should be all you need. If you're configuring workflow, then take a look the rest of the advanced content.
- The many ways to update a workflow step
- Where to manage workflows
- Make automatic changes with step actions
- Set healthy boundaries with allowed next steps
- Where to set workflow notifications
- Control the flow with WIP limits
- Get advanced with other workflow settings
What's the difference between Workflow and Status?
Status is a global list field that is available for any item type. Think of it as the umbrella for all workflows in Axosoft:
|Workflow A||Workflow B||Status|
|Defect Found||New Incident||Open|
|Assigned to QA||Awaiting Customer Reply||In Progress|
|Assigned to Dev||Customer Responded||In Progress|
|Ready for Release||Solved||Closed|
Workflow is not a global field. The workflow for any given item is instead driven by the project folder it is assigned.
However workflow allows you to update fields, trigger notifications, block or auto-advance parent or child items, prompt for work logs, and more.
If you wish to automatically update the Status of an item when it moves to a new workflow step, consider enabling a Workflow Step Action.