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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.

Workflow Examples and Design Guidance

What this does

This guide helps administrators design workflows that users can actually follow without confusion.

Example workflow patterns

Incident workflow

  • New
  • In Review
  • In Progress
  • Resolved
  • Closed

Change workflow

  • Draft
  • Submitted
  • Approved
  • Scheduled
  • Implemented
  • Closed

Service request workflow

  • Open
  • In Review
  • In Progress
  • Closed

Story workflow

  • Backlog
  • Ready
  • In Progress
  • In Review
  • Done

Design guidance

  1. Keep the number of statuses reasonable.
  2. Use names that reflect a real workflow decision.
  3. Avoid multiple statuses with nearly identical meaning.
  4. Review the impact on dashboards and automation before publishing changes.
  5. Confirm that the workflow works in both list and board views.

Tips

A good workflow makes it easier to understand the work at a glance. A weak workflow forces users to guess what each status means.