A project workflow is a sequence of work sessions, whiteboards, and tasks that create a path to success and describes how something goes from start to completion, whether that’s through a task, a video, a work session, whiteboard, or a meeting.

A workflow holds key intellectual property inside each organization as it tracks and saves thought processes and decision making. Project workflows can be created and tracked inside our project board, or by using the list view.

Workflows allow any team member or stakeholder to zoom in to the micro aspects of projects, zoom out to see the big picture, and follow a simple path to success.

On a project workflow, you can do the following:

• Add work sessions and whiteboards to facilitate collaborative work and team exercises.
• Add tasks and resources the team will need to reach the project goal successfully. 
• Assign specific team members or invite external participants to the project or to individual sessions, tasks, or whiteboards. (external participants can only access sessions inside the project)
• Track session progress using the status dropdown menu on the projects page
• Track project progress in detail using the “view project report” function within the project

We recommend you get started with project workflows by pressing the “New Project” button and selecting one of our workflow templates that suits the project you are managing.

You can adapt the text in the template to suit your project, and customize the work sessions based on the needs of your project, or you can also start your own from scratch.