Workflows and Automation
How to configure workflows in iTasks: process steps, task routes, automatic status movement, and rules that keep team work predictable.
Workflows and Automation
A workflow defines the sequence a task follows: which status to apply, who becomes responsible, where a rejected task returns, and when the process is final.
1. Workflow List
Open workflows from Menu → Administration → Workflows. The list shows the workflow name, number of stages, and whether it is active or disabled. Active workflows can be selected when creating tasks; disabled workflows stay in settings but are not offered for new tasks.
2. Stage Settings
Each stage has a name, status, assignee, final-stage flag, and optional rejection target. Statuses come from workspace settings, so configure Custom Statuses first if the default chain is not enough.
3. How It Works on a Task
When a task is attached to a workflow, manual status changes are locked. The task card shows a workflow block with the current stage, progress, and Done plus optional Reject actions. Advancing the task applies the next stage status and assignee according to the workflow rules.
4. Projects and Deletion
A workflow can be set as a project's default process so new tasks start in the right chain. Project-level setup is covered in Projects. Deleting a workflow does not delete tasks: linked tasks are detached and remain in the workspace.
Related Guides
Creating tasks with a workflow selection is covered in Create and Edit Tasks. Task-card fields and state changes are described in Task Card and Status.
Related topics
How to use backlog for ideas and non-urgent tasks, then move them into active work at the right time without losing priorities.
How to enable sprints for a project, create a short planning cycle, fill it with backlog and active tasks, then start or close the sprint.
How to search tasks by text, jump to the right result quickly, and use search as a fast entry point into your daily work.
How to log time in iTasks tasks, review time history, capture actual effort, and track team workload using real data.
Where to review completed tasks, time reports, and overall team activity so you can measure progress, workload, and results over time.
How to open an iTasks voice room, invite workspace members, and use voice collaboration for quick team discussions without leaving Telegram.
Want to try this scenario in the app?
Open iTasks in Telegram now, and come back here when you need a full step-by-step guide.
Open iTasksExplore more features