Workflow

A workflow is a series of processes that are necessary to complete a work. The Workflow in LigaAI consists of multiple status nodes. You can use a specific workflow to track every single Work Type.

To manage the Workflow in your project,

1. Click theicon on the upper right corner of your screen after entering the project.

2. On the next page, select Workflow from the setting navigator.

Create a New Workflow

Click on the Create button in the upper right and write a name to create a workflow.

Workflow Settings

A newly created workflow comes with default statuses. You can customize the workflow status by your need.

(Click the Edit Status button on the Action column to enter customize the workflow)

Add Status

1. Click the Add status button and write a name to add status.

2. Drag and drop the status widgets to reorder them.

Or if you want to add a status next to a specific column, click on button on the status and select Insert status right.

Status Type

There are 3 types of workflow status: Not started, In progress and Completed.

Defining the type of status help LigaAI track your work progress, allowing more accurate data analysis in risk alert, charts and features like Team and Roadmap.

To modify the status type,

1. Click theicon to expand the dropdown on a status.

2. Click the Status Types.

3. Select the desired tpye.

Rename status

Click on button on the status and select Rename.

Delete status

To delect a status, click on button on the status and select Delete status.

Workflow route

Check the box in the table view to set the direction in which works can transfer.

The Flowchart View lets you visually see the workflow status transfer relationship.

Copy workflows from other projects

You can reuse a workflow from existing projects for quickly setup.

To duplicate a workflow:

1. Click the Copy from other projects button in the upper right corner.

2. Select the project and the workflow to copy

3. Add a name to the workflow.

Duplicate workflow

Click the Duplicate button on the action column that helps you create a copy of the selected workflow within the project.

Delete Workflow

To delete the workflow, click the Delete button on the action column.