# Workflows Workflows define the statuses and transitions for work items. ## Overview A workflow consists of: - **Statuses** - States a work item can be in (e.g., To Do, In Progress, Done) - **Transitions** - Allowed moves between statuses - **Categories** - Grouping of statuses (To Do, In Progress, Done) ## Visual Workflow Designer Windshift includes a visual workflow designer: 1. Go to Workspace Settings > Workflows 2. Click on a workflow to edit 3. Drag statuses to rearrange 4. Draw arrows to create transitions ### Adding Statuses 1. Click "Add Status" 2. Enter a name 3. Choose a category (To Do, In Progress, Done) 4. Pick a color ### Creating Transitions 1. Hover over a status 2. Drag from the connector to another status 3. An arrow appears showing the allowed transition ### Deleting - **Status**: Right-click > Delete (must reassign existing items) - **Transition**: Click the arrow > Delete ## Status Categories Each status belongs to a category: | Category | Meaning | Board Behavior | |----------|---------|----------------| | To Do | Not started | Left columns | | In Progress | Being worked on | Middle columns | | Done | Completed | Right columns | Categories affect: - Board column ordering - Burndown calculations - Completion tracking ## Default Workflows Windshift includes templates: - **Simple** - To Do, In Progress, Done - **Kanban** - Backlog, Ready, In Progress, Review, Done - **Scrum** - Backlog, Sprint, In Progress, Review, Done ## Multiple Workflows Different item types can use different workflows: - **Bug** - Reported > Confirmed > In Progress > Fixed > Verified - **Task** - To Do > In Progress > Done - **Feature** - Draft > Approved > In Progress > Review > Released Configure in Settings > Item Types. ## Transition Rules Add rules to transitions: - **Required fields** - Must fill in fields before transitioning - **Assignee required** - Must have an assignee - **Comment required** - Must add a comment explaining the change ## Best Practices 1. **Keep it simple** - Fewer statuses are easier to manage 2. **Clear categories** - Each status should clearly fit one category 3. **Limit WIP** - Set WIP limits on In Progress statuses 4. **Review regularly** - Update workflows as your process evolves