Workflow Boards/ SettingsReady
Configure Statuses and Workflows
Use statuses and workflow transitions to control how tasks move.
Statuses show where work is. Workflows control which status changes are allowed.
Key terms
Initial Status
The first status used when a task is created.
Terminal Status
A final status such as Done, Cancelled, or Terminated.
Transition Rule
A rule that allows movement from one status to another.
Recommended Default Statuses
Use Backlogs, To Do, In Progress, and Done for the first release unless the team has a clear reason to add more.
Transitions
Transitions decide whether a task can move from one status to another. If a move is blocked, the user should see a clear message.
Terminal Statuses
Terminal statuses mark work as complete or no longer active. Done is the most common terminal status.
When To Change A Workflow
Change a workflow when the team process changes. Avoid frequent changes because they can confuse users and reporting.
Best practices
- Keep workflows short and easy to explain.
- Use clear transition names, such as Start, Complete, or Move To Backlogs.
- Review terminal statuses before using them in reports.
Common mistakes
- Creating a column for every small activity.
- Adding transitions that allow every status to move everywhere.
- Changing workflow rules without telling board users.