{"id":1037,"date":"2024-05-17T06:20:46","date_gmt":"2024-05-17T06:20:46","guid":{"rendered":"https:\/\/help.proofhub.com\/swift\/?p=1037"},"modified":"2024-06-25T06:02:35","modified_gmt":"2024-06-25T06:02:35","slug":"how-to-manage-workflow","status":"publish","type":"post","link":"https:\/\/help.proofhub.com\/swift\/manage\/how-to-manage-workflow","title":{"rendered":"How to add and manage workflow"},"content":{"rendered":"\n<p>ProofHub allows you to manage your existing workflows, create new workflows from scratch, and create copies of existing workflows.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"add-a-new-workflow\"><\/span><strong>Add a new workflow<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"text-decoration: underline;\"><strong>Manage section<\/strong>:<\/span> Select the &#8220;<strong>Manage&#8221;<\/strong> section and select &#8220;<strong>Workflows<\/strong>&#8220;.<br><img loading=\"lazy\" decoding=\"async\" width=\"599\" height=\"755\" class=\"wp-image-1038\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.40.31-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.40.31-AM.png 599w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.40.31-AM-238x300.png 238w\" sizes=\"auto, (max-width: 599px) 100vw, 599px\" \/><\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Add a new workflow: <\/span><\/strong><br><img loading=\"lazy\" decoding=\"async\" width=\"1440\" height=\"752\" class=\"wp-image-1039\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.42.59-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.42.59-AM.png 1440w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.42.59-AM-300x157.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.42.59-AM-1024x535.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.42.59-AM-768x401.png 768w\" sizes=\"auto, (max-width: 1440px) 100vw, 1440px\" \/>\n<ul class=\"wp-block-list\">\n<li>Click the <strong>&#8220;Add&#8221;<\/strong> button.<\/li>\n\n\n\n<li>Enter a name for your new workflow and click <strong>&#8220;Add&#8221;<\/strong>.<br><img loading=\"lazy\" decoding=\"async\" width=\"717\" height=\"186\" class=\"wp-image-1077\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-12.20.57-PM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-12.20.57-PM.png 717w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-12.20.57-PM-300x78.png 300w\" sizes=\"auto, (max-width: 717px) 100vw, 717px\" \/><\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"edit-a-workflow\"><\/span><strong>Edit a workflow<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"text-decoration: underline;\"><strong>Add new stages<\/strong>:<\/span> Add new stages to the workflow as needed.<br><img loading=\"lazy\" decoding=\"async\" width=\"1035\" height=\"210\" class=\"wp-image-1040\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.45.04-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.45.04-AM.png 1035w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.45.04-AM-300x61.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.45.04-AM-1024x208.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.45.04-AM-768x156.png 768w\" sizes=\"auto, (max-width: 1035px) 100vw, 1035px\" \/><\/li>\n\n\n\n<li><span style=\"text-decoration: underline;\"><strong>Edit existing stages<\/strong>:<\/span> Modify the names and details of existing stages.<br><img loading=\"lazy\" decoding=\"async\" width=\"1044\" height=\"253\" class=\"wp-image-1041\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.46.47-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.46.47-AM.png 1044w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.46.47-AM-300x73.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.46.47-AM-1024x248.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.46.47-AM-768x186.png 768w\" sizes=\"auto, (max-width: 1044px) 100vw, 1044px\" \/><\/li>\n\n\n\n<li><span style=\"text-decoration: underline;\"><strong>Change color for stages<\/strong>:<\/span> Customize the color for each stage to help visually distinguish them.<br><img loading=\"lazy\" decoding=\"async\" width=\"1043\" height=\"303\" class=\"wp-image-1042\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.48.40-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.48.40-AM.png 1043w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.48.40-AM-300x87.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.48.40-AM-1024x297.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.48.40-AM-768x223.png 768w\" sizes=\"auto, (max-width: 1043px) 100vw, 1043px\" \/><\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"create-a-copy-of-the-workflow\"><\/span><strong>Create a copy of the workflow<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Right-click or click on the three dots and select <strong>&#8220;Create a copy<\/strong>&#8220;.<br><img loading=\"lazy\" decoding=\"async\" width=\"1039\" height=\"349\" class=\"wp-image-1049\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.58.21-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.58.21-AM.png 1039w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.58.21-AM-300x101.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.58.21-AM-1024x344.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.58.21-AM-768x258.png 768w\" sizes=\"auto, (max-width: 1039px) 100vw, 1039px\" \/><\/li>\n\n\n\n<li>Enter a new name(if required) and click &#8220;<strong>Ok&#8221;<\/strong>.<br><img loading=\"lazy\" decoding=\"async\" width=\"717\" height=\"185\" class=\"wp-image-1051\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.59.59-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.59.59-AM.png 717w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-11.59.59-AM-300x77.png 300w\" sizes=\"auto, (max-width: 717px) 100vw, 717px\" \/><\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"delete-a-workflow\"><\/span><strong>Delete a workflow<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Right-click or click on the three dots and select <strong>&#8220;Delete<\/strong>&#8220;.<br><img loading=\"lazy\" decoding=\"async\" width=\"1038\" height=\"381\" class=\"wp-image-1056\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-12.03.57-PM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-12.03.57-PM.png 1038w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-12.03.57-PM-300x110.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-12.03.57-PM-1024x376.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-12.03.57-PM-768x282.png 768w\" sizes=\"auto, (max-width: 1038px) 100vw, 1038px\" \/><\/li>\n\n\n\n<li>Associate an alternative workflow and select \u201c<strong>Yes<\/strong>\u201d within this confirmation window to proceed with the deletion.<br><img loading=\"lazy\" decoding=\"async\" width=\"495\" height=\"366\" class=\"wp-image-1057\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-12.06.25-PM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-12.06.25-PM.png 495w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-17-at-12.06.25-PM-300x222.png 300w\" sizes=\"auto, (max-width: 495px) 100vw, 495px\" \/><\/li>\n<\/ol>\n\n\n\n<p><strong>Note:<\/strong>\u00a0<em>Default workflows cannot be deleted.<\/em>\u00a0<em>ProofHub keeps items in the \u201cTrash\u201d for 15 days. Restore them easily by going to Trash. For detailed instructions on restoring deleted items from the trash, please refer to\u00a0<a href=\"https:\/\/help.proofhub.com\/swift\/manage\/how-to-manage-trash\">Trash<\/a>.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>ProofHub allows you to manage your existing workflows, create new workflows from scratch, and create copies of existing workflows. Add a new workflow Edit a workflow Create a copy of the workflow Delete a workflow Note:\u00a0Default workflows cannot be deleted.\u00a0ProofHub keeps items in the \u201cTrash\u201d for 15 days. Restore them easily by going to Trash. [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17],"tags":[126,135,127,130,129,124,136,133,125,137,128,131],"class_list":["post-1037","post","type-post","status-publish","format-standard","hentry","category-manage","tag-adding-workflow","tag-business-processes","tag-process-management","tag-project-management","tag-task-management","tag-workflow-automation","tag-workflow-guide","tag-workflow-integration","tag-workflow-management","tag-workflow-software","tag-workflow-steps","tag-workflow-tools"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How To Add And Manage Workflow - ProofHub Help &amp; Support<\/title>\n<meta name=\"description\" content=\"ProofHub allows you to manage your existing workflows, create new workflows from scratch, and create copies of existing workflows.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/help.proofhub.com\/swift\/manage\/how-to-manage-workflow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How To Add And Manage Workflow - 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