How to manage workflow in tasks

  1. Accessing task workflow:
    • Select the task list and at the right next to the “Table view” option and select “Workflow“.
  2. Editing workflow stages:
    • In the Workflow edit window, you’ll see options to edit the workflow stages.
    • Enter the name of the new stage and choose a color to represent it.
    • Change stage color: Click on the color next to a stage name to change its color.
    • Rename stage: Rename stage.
    • Delete stage: Hover over a stage, click on three dots, and select “Delete“.
  3. Apply changes:
    • Once you’ve made the necessary changes to your workflow stages (adding, renaming, deleting stages, changing colors) simply close the workflow edit window.
    • The task list will instantly reflect the updated workflow with the new stages or modifications.

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