Orufy Projects operates as a status-based workflow system. Workflow is a visual representation of how tasks move through different stages of work using transitions, actions, and rules.

• Click on More Options of a specific project.

• Click on Manage Workflow.

Each workflow consists of:

• Statuses: The different stages of work, such as to do, in progress, in review and complete.

• Transitions: The paths that connect different statues.

• Rules: The conditions that restrict when a transition can be used.

• Actions: The automatic updates performed during a transition.

Workflow Statuses

The statuses are used to represent the current state or status of a task. A task can only be in one status at a time.

1. To Do: The task is created and waiting to get started.

2. In Progress: The task is actively in progress.

3. In Review: The task is under review or approval.

4. Complete: The task is completed.

Transitions

A transition is how a task moves from one status to another. It acts as a drop zone on boards that allows users to drag and drop tasks between statuses.

For example, To Do —> In Progress, In Progress —> In Review, and In Review —> Complete.

Creating a Transition

• Click on Transition.

While creating or editing a transition, you have to configure,

• Select the From Status.

The current status that a task needs to be in. For example, To Do.

• Select the To Status.

The status the task will move to. For example, In Progress.

• Enter the Transition Name.

Enter the name of the transition that addresses the action taken by the people.

Editing the Transition

• Edit the name of the transition.

• Change the Path of the From Status and To Status from the drop down.

• From the + icon edit rules for the transition.

Transition Rules

It allows you to control when a transition can be made. Multiple rules can be merged using AND/OR.

• Rule Logic

- AND: All conditions should be fulfilled. - OR: Any one of the conditions should be fulfilled.

If the rule condition is not fulfilled:

• The transition is hidden

• Users cannot select it from the status dropdown

• Tasks cannot be moved without using the transition

The Transition Restriction Rules are:

1. Restrict who can move this task It restricts the transition to specific users or roles.

2. Restrict to when a task has been through a specific status It allows the transition to happen only if the task has previously passed through a required status.

3. Restrict to when a field has a specific value It allows the transition to happen only when a task field has a specific value.

The Perform Actions are:

It allows Orufy Projects to automatically update tasks when a transition occurs. Actions reduce the manual work, maintaining consistency.

1. Assign a Task

You can automatically assign a task to a member after the task moves through a particular transition.

2. Update a Task Field

The value of the task field automatically changes after moving the task using a particular transition.

Publishing workflow

Workflow remains in draft until it gets published.

• Review all statutes, rules, and transitions.

• Click on Publish Workflow.

• The workflow becomes active for the specific project.

Reset Workflow

Workflow resets with the current workflow. Click on the Reset button beside the publish workflow button.