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Documentation Index

Fetch the complete documentation index at: https://help.loopiq.com/llms.txt

Use this file to discover all available pages before exploring further.

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Manage Workflows and Statuses

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What this does

This guide explains how administrators can maintain statuses and workflows used by teams and modules.

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Steps

  1. Open Organization or Team settings.
  2. Go to the workflow or status management area.
  3. Select the entity type you want to manage.
  4. Review the current statuses.
  5. Create or update a status as needed.
  6. Save the change.
  7. Verify that the updated status is available in the relevant module.

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What happens next

Updated statuses affect:
  • list and board views
  • create and edit forms
  • reporting
  • automation conditions and actions