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How to Create a Project Workflow

A workflow shows the progress of tasks in a project. It defines all the stages that a task goes through from beginning to end. It tells users what needs to be done and in what order, thereby boosting work efficiency.

In this article, you’ll learn:

1. How to create a project workflow:

Step 1: On your ProProfs Project dashboard, click on your profile icon at the top right corner and then click Workflow.

Online project management software

Step 2: Click + Add Workflow to create a new workflow.

Add project workflow

Step 3: In this pop-up, enter the required information, as shown in the illustration below.

Customize project workflow

Give the workflow a name.
By default, there are three statuses - Open, Completed, and On hold - that you can’t edit or delete. Here’s what they mean.
1. Open: All your tasks that are open to being picked or assigned
2. Completed: Tasks that are finished.
3. On Hold: Tasks that are temporarily suspended.
To create a new status, click +Add Status. In the window that pops-up next, enter the status name, select its default progress percentage, and choose a color that represents this status. You can come back and edit this information whenever you want. Click Done to finish.

Add status in a project workflow

Step 4: Preview the newly added status. Click Save to add it to the workflow. Similarly, you can add more statuses depending on the nature of your project.

New workflow