Welcome to Onethread
  • Onethread User Guide
  • 1. Introduction of Onethread
    • 1.1 Why should you choose Onethread?
    • 1.2 Who is it for?
    • 1.3 What are the benefits?
    • 1.4 How does it differentiate itself from others?
    • 1.5 What is the impact on the local & global markets?
    • 1.6 Hierarchy of Onethread
  • 2. Uses and Benefits
    • 2.1 Learn more about Onethread
    • 2.2 Installation from Web Browser & App
    • 2.3 Benefits
    • 2.4 Plans & Pricing
  • 3. Getting Started
    • 3.1 Sign Up
    • 3.2 Log in
    • 3.3 Accessing the Main Interface
  • 4. Managing Company
    • 4.1 Add new Company
    • 4.2 Employee Directory
      • 4.2.1 Colleague
        • 4.2.1.1 Add People as Colleagues
        • 4.2.1.2 Invite to Join a Company
        • 4.2.1.3 Remove colleagues from a company
        • 4.2.1.4 Change Role for Colleagues
      • 4.2.2 Department
        • 4.2.2.1 Create Department
        • 4.2.2.2 Add colleagues to a department
        • 4.2.2.3 Edit a Department
        • 4.2.2.4 Remove colleagues from a department
        • 4.2.2.5 Delete a department
    • 4.3 Setting Up Company Profile
      • 4.3.1 Set Up Company Profile Picture
      • 4.3.2 Change Company profile picture
      • 4.3.3 Set up Descriptive Information
      • 4.3.4 Edit Company Basic Information
    • 4.4 Vendor Management
      • 4.4.1 Add Vendor to a Company
      • 4.4.2 Remove Vendor From a Company
      • 4.4.3 Add Vendors to a Project
    • 4.5 Timesheet
    • 4.6 Report
      • 4.6.1 View Report
      • 4.6.2 Create Report
      • 4.6.3 Add Contents to a Report
      • 4.6.4 Function of Contents
      • 4.6.5 Report Templates
      • 4.6.6 Delete Report
      • 4.6.7 Export Report
    • 4.7 Company Settings
      • 4.7.1 Edit Company Name
      • 4.7.2 Template Configuration
      • 4.7.3 Role & Permission in a Company
        • 4.7.3.1 Add/Create New Role in a Company
        • 4.7.3.2 Update Feature Access Permission for Roles
      • 4.7.4 Subscription & Billing
        • 4.7.4.1 View the current subscription plan
        • 4.7.4.2 View payment due date
        • 4.7.4.3 Renew plan
        • 4.7.4.4 Upgrade Plan
        • 4.7.4.5 View invoices & payment history
      • 4.7.5 Delete a company
  • 5. Managing Project
    • 5.1 Create a Project
    • 5.2 Project Dashboard
      • Create Item in a Project
      • Active Item
        • Item Action Button
        • Project Item Export
      • 7.1 Different Views for Item
        • 7.1.1 List View
          • 7.1.1.1 List View Action Buttons
        • 7.1.2 Board View
          • 7.1.2.1 Add status from Board view
          • 7.1.2.2 Edit status from Board view
          • 7.1.2.3 Delete status from Board view
          • Assignee wise Board View
          • 7.1.2.4 Board View Action Buttons
        • 7.1.3 Calendar View
        • 7.1.4 Gantt Chart View
      • 5.8 Project Workflow
        • 5.8.1 Create a Workflow
        • 5.8.2 Delete a Workflow
      • 5.5 Discussion Room
        • 5.5.1 Create Discussion Room
        • 5.5.2 Add Teammates to a Discussion Room
        • 5.5.3 Update Discussion Room Name
        • 5.5.4 Delete a Discussion room
      • 5.4 Sprint
        • 5.4.1 Create a Sprint
        • 5.4.2 Add Task to a Sprint
        • 5.4.3 Create Tasks in Sprint
        • 5.4.4 Remove Task from a Sprint
        • 5.4.5 Edit a Sprint
        • 5.4.6 Start a Sprint
        • 5.4.7 Add/ Create/ Remove Task in ongoing Sprint
        • 5.4.8 End a Sprint
        • 5.4.9 Sprint Overview
        • 5.4.10 Sprint report
        • 5.4.11 Delete a Sprint
      • 5.2 Add Teammates to a Project
        • 5.2.1 Add Teammates from “+ Add Teammates” button
        • 5.2.2 Add Teammates from “+ Add Department” button
      • 5.6 Wiki
        • 5.6.1 Create a Document
        • 5.6.2 Edit a Document
      • Project Vendors
      • 5.7 Project Configuration
        • 5.7.1 Add Delay Reason
        • 5.7.2 Edit Delay Reason
        • 5.7.3 Delete Delay Reason
      • 5.9 Role & Permission in a Project
        • 5.9.1 Add/Create New Role in a Project
        • 5.9.2 Update Feature Access Permission for Roles
      • Project Progress Bar
    • 5.3 Project Action Buttons
      • 5.3.1 Edit a project
      • 5.3.2 Archive a project
      • 5.3.3 Unarchive a project
      • 5.3.4 Clone a Project
      • 5.3.5 Delete a Project
    • 5.4 Stakeholder
      • Create a Stakeholder
      • Edit a Stakeholder
      • Delete Stakeholder
  • 6. Managing Items
    • 6.1 Phases
      • 6.1.1 Create a Phase
      • 6.1.2 Phase Modal/Activity Page Manage
        • See the Phase ID, creator's name, and Phase Creation Time
        • Edit/Update the Phase Name
        • Provide Start & Due Date to a Phase
        • Change Phase Priority
        • Phase Assignee
          • Add Assignee to a Phase
          • Remove Assignee from a Phase
        • Change Phase Status
        • Set Reminder for a Phase
        • Write a Description for a Phase
        • Add Issues to a Phase
        • Remove Issues from a Phase
        • Add Dependency Task to a Phase
        • Remove Dependency Task from a Phase
        • Subtask in Phase Item
          • Create Subtask in a Phase
          • Set Information for a Phase Subtask
          • Attach/Upload Files to a Phase Subtask
          • Remove Files from a Phase Subtask
        • Submit a Phase/Subtask for Review
        • Feedback Loop for a Phase
          • Comment on a Phase
          • Reply in a comment on a Phase
        • Copy Public URL for Phase
        • Phase Progress Bar
    • 6.2 Milestones
      • 6.2.1 Create a Milestone
      • 6.2.2 Milestone Modal/Activity Page Manage
      • 6.2.3 Add Milestone to a Phase
    • 6.3 Tasks
      • 6.3.1 Create a Task
      • 6.3.2 Task Modal/Activity Page Manage
        • 6.2.1 See the task ID, creator's name, and task creation time
        • 6.2.2 Edit/update the task name
        • 6.2.3 Provide Start & Due Date to a Task
        • 6.2.4 Task Assignee
          • 6.2.4.1 Add Assignee to a task
          • 6.2.4.2 Remove Assignee from a task
        • 6.2.5 Task Status
          • 6.2.5.1 Change Task Status
        • 6.2.6 Change Task Priority
        • 6.2.7 Set Reminder for a Task
        • 6.2.8 Label
          • 6.2.8.1 Create a Label in a Task
          • 6.2.8.2 Add a Label to a Task
          • 6.2.8.3 Edit a Label to a task
          • 6.2.8.4 Remove a Label from a Task
        • 6.2.9 Write a Description for a Task
        • 6.2.7 Attach/Upload files to a task
        • 6.2.4 Remove Files from a Task
        • 6.2.5 Subtasks in Task Item
          • 6.2.5.1 Create Subtask in a Task
          • 6.2.5.2 Set Information for a Task Subtask
          • 6.2.5.2 Attach/Upload Files to a Subtask
          • Remove Files from a Task Subtask
        • 6.2.7 Submit a task/subtask for review
        • 6.2.14 Set Story Points for Task
        • 6.2.16 Set Task Repetition
        • 6.2.17 Access Custom Field
          • Create/Add Custom Field to a task
          • Add Data to Custom Field in a task
          • Update Name & Data of Custom Field in a task
          • Delete a Custom Field from a task
        • 6.2.18 Revised Start date/ Due date update
          • Update Start date/Due date of a Task
          • View Delay reason & factors of Revised Start Date/Due date
          • View Revised Number of Start Date/Due date of a Task
        • 6.2.19 Feedback Loop for a Task
          • Comment on a Task
          • Reply in a Comment on a Task
        • 6.2.20 Copy Public URL for Task
        • Task Progress Bar
        • Issues
          • Add Issues to a Task
          • Remove Issues from a task
          • Resolve Issues for a task
        • Dependency Task
          • 1. Add Dependency Task in "Blocked by" to a Task
          • 2. Remove Dependency Tasks from "Blocked by"
          • 3. Add Dependency tasks in "Blocked"
          • 4. Remove Dependency tasks from "Blocked"
        • Review a Task or Subtask
          • Submit a Task/Subtask for Review
          • Comment on a Submitted Task/Subtask
    • 7.6 Issues
      • 7.6.1 Create an Issue
      • Issue Modal/Activity Page Manage
      • 7.6.2 Add Time Entry for an Issue
    • 6.3 Smart Task Search
    • Items Group By
    • Item Filter
    • Item Sorting
    • Item Preference Settings
  • 7. More Features
    • 7.2 Create an Announcement
    • Approval System
      • Set up an Approval System
      • Create an Approvers Group
      • Approval Request for an Item
      • Track the Status of Approval Requests
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On this page
  • Create Workflow from Template
  • Process:
  • Create Custom Workflow
  • Process:
  1. 5. Managing Project
  2. 5.2 Project Dashboard
  3. 5.8 Project Workflow

5.8.1 Create a Workflow

You can create a workflow in 2 ways.

Create Workflow from Template

Process:

  • Select any project and click it

  • Click the Project Workflow button.

  • Click the “ +Add New Workflow” button. Here you will find several workflow templates.

  • Select your templates and click “Use this Workflow.”

  • Give the Workflow a name.

  • Create your workflow and Save it.

Create Custom Workflow

Process:

  • Select any project and click it

  • Click the Project Workflow button.

  • Click the “ +Add New Workflow” button. Here you will find the “+ Create Custom Workflow” button.

  • Click it. Give the template a name.

  • Create your Workflow and save it.

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Last updated 2 years ago