> ## 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.

# Manage Workflows Step by Step

## What This Does

This guide explains how to update statuses and workflow behavior without confusing users or breaking reporting consistency.

## Before You Begin

Review:

* the current statuses in use
* the teams or modules affected
* any dashboards, automation rules, or reports that depend on those statuses

## 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.
   * examples: incidents, changes, service requests, stories, tasks
4. Review the current workflow states.
5. Decide whether you need to:
   * add a new state
   * rename a state
   * retire a state
6. Make the workflow change.
7. Save the update.
8. Open the related module.
9. Confirm the new or updated status appears in:
   * create forms
   * edit forms
   * list filters
   * board columns where applicable
10. Review any automation rules that may rely on the old status values.

## What Happens Next

Workflow changes affect:

* how users move work forward
* what appears in dashboards
* how automation conditions match
* how status-based reports behave

## Tips

* Change workflow labels carefully after adoption.
* Avoid frequent status changes unless the process is still evolving.
* Review downstream automations after workflow updates.