Define your workflow
Set up the workflow according to the project's requirements.
Project setup
Custom Workflow
Create projects around the way your team works. Different projects may follow different processes — Custom Workflow lets you define the workflow while creating a new project, so the required phases are ready from the beginning.
- tuneDefine your workflow
- editCustomize your phases
- check_circleStart with the right structure
Custom Workflow at a glance
Set up each project with the process it needs before work begins.
Four things that happen during project creation.
Add relevant phases
Create the phases needed for the project's process.
Customize phases
Add, edit, reorder, or delete phases as needed.
Start with the right structure
Begin with the workflow already configured.
Why use Custom Workflow?
A project should begin with the process it actually needs.
Not a structure the team has to undo later.
close Generic workflow
Start with a structure you have to reshape
- Accept every default phase
- Reshape the workflow mid-project
- Redo handoffs after the first sprint
- Rebuild the process for the next project
- Rework slows the first weeks down
check Custom Workflow
Build the right structure before the work starts
- Fit the process before the work begins
- Less rework in the first weeks
- Clearer handoffs from day one
- More flexibility across teams and clients
- Begin with the right structure
Define → Add → Customize → Start
Build a workflow that fits your project
Add the phases the project actually needs.
Custom Workflow gives users the option to create a workflow specifically for a new project. Add the phases required for the project's process and customize them as needed.
- ✓Add new phases that fit the project process
- ✓Edit existing phases when the process changes
- ✓Reorder phases to match how work moves
- ✓Delete phases that are not required
Customize your phases
Adjust the workflow structure to match how work moves through the project.
Four operations cover every phase change you need during setup.
Add
Create new workflow phases required for the project.
Edit
Modify existing phases when the process changes.
Reorder
Arrange phases in the sequence your workflow requires.
Delete
Remove phases that are no longer needed.
Set up your workflow in a few steps
Create the project with the workflow and phases your process requires.
Four stops from starting a project to beginning work — revealed one step at a time.
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Step 01
Start a project
Open the project creation flow.
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Step 02
Choose Custom Workflow
Select the workflow option that fits this project.
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Step 03
Shape the phases
Add, edit, reorder, or remove phases.
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Step 04
Start with structure
Create the project and begin work.
Start projects with the right structure
Turn the project brief into a working process your team can understand immediately.
Define the work
Choose phases around the real project process.
Make it visible
Give everyone a shared view of what comes next.
Keep it adaptable
Change the structure when the project changes.
Begin with confidence
Move from setup into execution without extra configuration.
Ready to shape the work before it starts?
Build the right phases for the project, give your team a clear path forward, and start with a workflow that fits.