Admins: Getting Started Guide

Learn how to set up your company and use Gryffin to organize your team.

Define Your Workflows

Do you find that many of your projects follow the same stages or require the same tasks to be completed, over and over again?

Say hello to workflows!

Using Gryffin’s workflows, you can attach tasks to specific project stages. As your projects progress through each stage, tasks are created to move the project along. It’s a perfect solution to make sure all of your projects keep moving along, without lengthy delays or forgotten steps!

You don’t need to be a programmer to create a workflow. All you need to know is the stages and tasks required to complete projects belonging to a workspace.

Here’s an example of a default workflow:

On the left column, you see the stages that projects will go through in this workspace. On the right, you’ll see a list of the tasks generated as the project is moved to each stage.

It’s easy to customize your workflows!

To add stages, click on the on the top right, and you’ll see a new row appear at the bottom:

Edit the name of the stage on the left, and click on “New Task” to edit the task details that belong to this stage.

You can drag and drop the rows to change the order, and you can also mark each stage as an “Approval Status”.

For any stage, if you click on “On Done”, you can select the stage that the project will move to, once the tasks belonging to the current stage are marked done. The “On Done” field creates the automation that keeps projects moving forward as tasks are completed.

Workflows are the answer to the age-old problem, “Oh no, this project is just sitting here without any pending tasks or actions!”. When a task is completed, the user simply has to mark their task done, and the project moves automatically to the next step, and the next task or set of tasks are immediately created.

It’s like magic!

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