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