Transition work items through a workflow

When your board is grouped by status, you can drag a card on the board to a different column if there’s an available transition set up or if there’s a global transition applied.

Here’s another way to move a work item to a different status:

1. Open the dialog of the work item you’d like to transition.

2. Select the dropdown to change the status at the top right corner.

View your space’s workflow in a company-managed space

If you’d like to view your business space’s workflow, you can:

1. Next to the name of your space in the sidebar, select More actions (•••), then Space settings.

2. Navigate to Workflows.

3. Select View as text or diagram.

View your space’s workflow in a team-managed space

If you’d like to view your team-managed business space’s workflow, you can:

1. Next to the name of your space in the sidebar, select More actions (•••), then Space settings.

2. Navigate to Work types.

3. Select Edit workflow at the top-right of the screen.

You can edit the workflow for each work type within your business space.