What are "Workflows"?
A Workflow is a saved collection of tasks templates you can apply to a project in just a few clicks. Learn more about creating and managing workflows.
How to Apply a Workflow
Project Workflows page
Click into the Project you'd like to apply the workflow to. Then...
In the Project Sidebar, click Tasks.
Click Workflows.
On the Workflows page, click Add Event Workflow.
Selecting & Confirming a Workflow
Planpage will then list all of your Event Workflows. Click Apply Workflow for the one you want to apply.
The final step is confirming the details before applying the workflow...
Tasks. Lets you know how many Tasks will be applied to the Project.
Task Groups. If the Workflow contains any Task Groups that don't exist in the Project, you'll be notified which ones will be automatically added to the project.
Categories. If the Workflow contains any Categories that don't exist in the Project, you'll be notified which ones will be automatically added to the project.
Confirm & Apply. Once everything looks good, click Confirm & Apply.
Project Workflow History
The Project Workflows page shows every workflow that was previously applied to the project (and includes details like when it was applied and by whom).
