🔀Workflows

Automating the automatable

Some tasks are worth your time, but manually updating ticket statuses isn't. Cycle workflows do just that: Updating the status of related docs, when their parent's status changes.

Let's see how this can help you consistently close the loop with customers.

To setup workflows, go to workspace settings > workflows

Table of content

One status property, multiple workflows

Each doc type can have its own statuses. These statuses can be shared across doc types and are grouped into four categories: not started, started, completed, and canceled.

Categories allow for consistency across doc types while keeping flexibility at the lower status level.

Create a custom status

When you create a doc type, it will automatically get a progress status for each category. But some doc types have more steps before passing from one category to another.

Here's how to create a custom status:

Click the "+" icon next to the progress category
Name your custom status
Link it to the doc type that should get this custom status

Editing a status and automatic updates

To update a doc's status, hit “ctrl+shift+s” or click on the doc's status property to change it manually.

For insights, status will automatically update based on the Features they’re linked to. It means that when a 🌱 Feature is set as "shipped", all related insights will automatically move to “shipped”. This is a great way to let customer-facing teams know they can close the loop with customers that provided insights for this Feature.