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Assign Status Workflow to Task Types

Overview​

Assigning a Status Workflow to a Task Type determines how tasks of that type will be tracked across projects.

How to Assign a Status Workflow to a Task Type​

  1. Log in to 5day.io.
  2. Go to the workspace where the Task Type exists.
  3. Click the three-dot (⋮) icon next to the workspace name.
  4. Click Workspace Settings.
  5. Click Customization.
  6. Click Task Type.
  7. Select the Task Type for which you want to assign or change the Status Workflow.
  8. Under Status Workflow, select the required workflow from the dropdown.
  9. Click Save.

Note: If the Task Type is already being used in any project and tasks exist under it, the system shows a Remap Status screen.

In the Remap Status screen, select the appropriate new status for each old status and click Save.

If no tasks exist under the Task Type, the workflow will change without showing the Remap Status screen.