If you want to customize a business process, you need to create a project, invite team members and tailor the step-by-step execution in the Workflow tab. It can have any number of steps and a specific member can participate in a many steps at once.
When you add a task to such a project, it automatically appears in the task list of each step 1 participant. The team members can approve or decline the task. When all the members have expressed their opinions, the task moves on to step 2 and appears in the inbox of all step 2 participants, etc. When all the steps have been completed, the task remains only in the Responsible member’s list of tasks; this person can close it.
If a task is part of two or more projects with customized workflow, their workflows are joined. That is, in order for a task to pass step 1, each step 1 member of each project must have given feedback on the task.
As the task goes through the steps of execution, the workflow can be changed – participants can be added to or deleted from any step. All the changes are recorded in the task’s comment feed.
You can repeat a request for approval; in that case, the task goes back to the corresponding step.