A workflow is a saved group of tasks. Workflows will save your team time by preventing them from recreating the same tasks over and over again. Once a workflow is saved, then it can be added to any project or linked to specific project types.

Click on your profile picture and select Account admin.

Navigate to the Workflows tab and click + New project workflow.

Give your workflow a name and click the + New task button to build out your workflow. Each task requires a name, but the admin can also set default assignees, durations, and efforts.

When the workflow is complete, click Save workflow.

Note: You can also define the workflow type at the template level (Agile or Waterfall). If you would like the workflow type to be set on a project by project basis, then select Choose later as the workflow type.