Manage Workflows and Statuses - LoopIQ Documentation

What This Does

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

Steps

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

What Happens Next

Updated statuses affect:

list and board views
create and edit forms
reporting
automation conditions and actions

Manage Custom Fields Manage Roles Permissions and Access

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