{"id":4415,"date":"2020-01-03T13:27:15","date_gmt":"2020-01-03T13:27:15","guid":{"rendered":"https:\/\/help.proofhub.com\/plus\/mobile\/?p=4415"},"modified":"2020-01-08T10:45:19","modified_gmt":"2020-01-08T10:45:19","slug":"custom-workflows","status":"publish","type":"post","link":"https:\/\/help.proofhub.com\/plus\/mobile\/account\/custom-workflows\/","title":{"rendered":"Custom Workflows"},"content":{"rendered":"<p>There are two default workflows available:<\/p>\n<ul>\n<li><strong>Basic workflow<\/strong> \u2013 Basic workflow consists of two standard stages i.e. <strong>To do<\/strong>\u00a0and\u00a0<strong>Done<\/strong>.<\/li>\n<li><strong>Kanban workflow<\/strong> \u2013 It has three default stages:\u00a0<strong>Backlog<\/strong>,\u00a0<strong>In-progress<\/strong>\u00a0and\u00a0<strong>Complete<\/strong>.<\/li>\n<\/ul>\n<p>You can use the default workflows or create new workflows to fit your work structure.<\/p>\n<h3><strong>Create custom workflows<\/strong><\/h3>\n<ol>\n<li>Tap on the <strong>3 dots<\/strong> on the top right corner of your screen and select <strong>manage<\/strong> from the drop-down list.<\/li>\n<\/ol>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-4563\" src=\"https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/Workf-1-529x1024.png\" alt=\"\" width=\"281\" height=\"544\" srcset=\"https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/Workf-1-529x1024.png 529w, https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/Workf-1-155x300.png 155w, https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/Workf-1.png 715w\" sizes=\"(max-width: 281px) 100vw, 281px\" \/><\/p>\n<ol start=\"2\">\n<li>In the next window, tap on <strong>Workflows<\/strong> to view\/manage all your existing workflows.<\/li>\n<\/ol>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-4564\" src=\"https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/Workf-2.png\" alt=\"\" width=\"281\" height=\"272\" srcset=\"https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/Workf-2.png 716w, https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/Workf-2-300x290.png 300w\" sizes=\"(max-width: 281px) 100vw, 281px\" \/><\/p>\n<ol start=\"3\">\n<li>Tap on the\u00a0<strong>\u201c+\u201d sign<\/strong> to create a new workflow.<\/li>\n<\/ol>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-4587\" src=\"https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/new-wokf-2-1.png\" alt=\"\" width=\"281\" height=\"546\" srcset=\"https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/new-wokf-2-1.png 716w, https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/new-wokf-2-1-154x300.png 154w, https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/new-wokf-2-1-527x1024.png 527w\" sizes=\"(max-width: 281px) 100vw, 281px\" \/><\/p>\n<ol start=\"4\">\n<li>In the next window type in a new workflow name and tap on <strong>Add<\/strong>\u00a0to save changes.<\/li>\n<\/ol>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-4568\" src=\"https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/Workf-5-300x245.png\" alt=\"\" width=\"281\" height=\"230\" srcset=\"https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/Workf-5-300x245.png 300w, https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/Workf-5.png 714w\" sizes=\"(max-width: 281px) 100vw, 281px\" \/><\/p>\n<ol start=\"5\">\n<li>By default, a new workflow has 2 stages i.e. <strong>To do<\/strong>\u00a0and\u00a0<strong>Done<\/strong>.<\/li>\n<li>Tap on the newly created workflow to add stages to it.<\/li>\n<\/ol>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-4589\" src=\"https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/Workf-6-1.png\" alt=\"\" width=\"281\" height=\"518\" srcset=\"https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/Workf-6-1.png 713w, https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/Workf-6-1-163x300.png 163w, https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/Workf-6-1-555x1024.png 555w\" sizes=\"(max-width: 281px) 100vw, 281px\" \/><\/p>\n<ol start=\"7\">\n<li>Tap on the <strong>&#8220;+&#8221; sign<\/strong> to add new stages.<\/li>\n<\/ol>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-4582\" src=\"https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/new-workf.png\" alt=\"\" width=\"281\" height=\"213\" srcset=\"https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/new-workf.png 714w, https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/new-workf-300x227.png 300w\" sizes=\"(max-width: 281px) 100vw, 281px\" \/><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-4574\" src=\"https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/workf-8.png\" alt=\"\" width=\"281\" height=\"236\" srcset=\"https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/workf-8.png 715w, https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/workf-8-300x252.png 300w\" sizes=\"(max-width: 281px) 100vw, 281px\" \/><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-4577\" src=\"https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/Workf-9.png\" alt=\"\" width=\"281\" height=\"244\" srcset=\"https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/Workf-9.png 717w, https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/Workf-9-300x261.png 300w\" sizes=\"(max-width: 281px) 100vw, 281px\" \/><\/p>\n<ol start=\"8\">\n<li>You can also long-press an existing stage to edit its name or add a stage after it.<\/li>\n<\/ol>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-4576\" src=\"https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/workf-10.png\" alt=\"\" width=\"281\" height=\"364\" srcset=\"https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/workf-10.png 715w, https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/workf-10-231x300.png 231w\" sizes=\"(max-width: 281px) 100vw, 281px\" \/><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-4578\" src=\"https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/workf-11.png\" alt=\"\" width=\"281\" height=\"254\" srcset=\"https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/workf-11.png 716w, https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/workf-11-300x272.png 300w\" sizes=\"(max-width: 281px) 100vw, 281px\" \/><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-4579\" src=\"https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/workf-12.png\" alt=\"\" width=\"281\" height=\"223\" srcset=\"https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/workf-12.png 719w, https:\/\/help.proofhub.com\/plus\/mobile\/wp-content\/uploads\/2020\/01\/workf-12-300x238.png 300w\" sizes=\"(max-width: 281px) 100vw, 281px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>There are two default workflows available: Basic workflow \u2013 Basic workflow consists of two standard stages i.e. To do\u00a0and\u00a0Done. Kanban workflow \u2013 It has three default stages:\u00a0Backlog,\u00a0In-progress\u00a0and\u00a0Complete. You can use the default workflows or create new workflows to fit your work structure. Create custom workflows Tap on the 3 dots on the top right corner [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[12],"tags":[],"_links":{"self":[{"href":"https:\/\/help.proofhub.com\/plus\/mobile\/wp-json\/wp\/v2\/posts\/4415"}],"collection":[{"href":"https:\/\/help.proofhub.com\/plus\/mobile\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.proofhub.com\/plus\/mobile\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.proofhub.com\/plus\/mobile\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/help.proofhub.com\/plus\/mobile\/wp-json\/wp\/v2\/comments?post=4415"}],"version-history":[{"count":16,"href":"https:\/\/help.proofhub.com\/plus\/mobile\/wp-json\/wp\/v2\/posts\/4415\/revisions"}],"predecessor-version":[{"id":4591,"href":"https:\/\/help.proofhub.com\/plus\/mobile\/wp-json\/wp\/v2\/posts\/4415\/revisions\/4591"}],"wp:attachment":[{"href":"https:\/\/help.proofhub.com\/plus\/mobile\/wp-json\/wp\/v2\/media?parent=4415"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.proofhub.com\/plus\/mobile\/wp-json\/wp\/v2\/categories?post=4415"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.proofhub.com\/plus\/mobile\/wp-json\/wp\/v2\/tags?post=4415"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}