Story Workflows

How do I create a new Story Workflow?

 

You can create a new Story Workflow by navigating to Settings > Story Workflows and using the Story Workflow wizard. 

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Step 1. Name and describe your new Story Workflow 

Assign a name to your Story Workflow - a description is optional.

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Step 2. Move over existing Projects (optional)

If your new Story Workflow is going to be a scenario where you move an existing Project, you will want to select Yes. It is only possible to move Projects between Story Workflows that have the exact same Workflow.

If you don't want to move over any Projects, you can click "No" to move on to Step 3b.

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Step 3a. Select Project(s) to move (optional)

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Step 3b. Select Workflow 

If you do not choose to move over an existing Project, you will need to select a default Workflow. You can select from our Standard Workflow (which is our sensible default for software development teams), Simple (which is the minimum Workflow for the system), or you can select a workflow from a pre-existing Story Workflow. 

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Step 4. Create your Story Workflow 

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Once you select the "Create Story Workflow" button, you will be brought back to the main screen where you can edit the name, description, and Workflows of any of your Story Workflows.

You can also move Projects between Story Workflows from this admin area provided the two Story Workflows have the same Workflow.

For more information on moving Projects between Story Workflows please see our Moving Projects and Stories Between Story Workflows article. 

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If you choose not to move any Projects, you will need to create at least one Project in order to begin using your new Story Workflows board. Once your Project is set up, you can view your Story Workflow board by switching to it on the Stories page using the Story Workflow switcher.

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