What are workflows?
Workflows are at the heart of Gryffin. Using Workflows, you can create customized task sequences that can help you take a project from conception to completion.
Every workspace can have multiple workflows, each customized based on the unique activities that you need to follow to complete each project. You may have a workflow that follows the same statuses, but involving different people, or for different clients. The steps are mostly the same, but even a small variation can throw a twist on every organized organization.
Every workspace can have multiple workflows, and every workflow can have multiple statuses.
Statuses are the building blocks of workflows. In your workflows, you can determine the statuses that each project has to follow to completion.
Each status can generate one, or many, tasks. These tasks can be dynamically assigned to users, or directly assigned to specific users.
Let me show you. Here’s a workspace with several workflows.
To edit a workflow, you can click on the first icon.
The very first column includes the statuses.
For each status, you can select a name, whether new projects should default to this status (most will), whether it’s a milestone or approval status , and what happens when the associated task is marked done.
Next, you can add tasks that are triggered whenever a project is assigned to a status.
You can click on “Add Task” and then enter all of the details of the task.
The task will grab the relevant fields in the project, such as the project due date, and users assigned to the project.
You can create dynamic due dates by selecting a date field, and then the +- selector. When the project is changed to a specific status and the tasks are triggered, the system will grab the date in the date field, and use the dynamic elements of the +- field.
In this way, you can create a semi-automatic workflow that takes you from status to status, and from task to task.