Record workflows

In the workflow settings for each record type, you can configure:

  • Ball-in-court workflows: Create multiple templates to guide a record through a custom workflow.

    • Before you switch to ball-in-court workflows, please consult with your integration administrator because this may affect your existing integrations.

  • Status workflows: Manage statuses that users can assign to a record as applicable.

If you switch to ball-in-court workflows, the following settings are moved to the workflow template:

  • Default assignees
  • RecordType review time (days) field from the record type general settings page
  1. In the portfolio or project settings, open the record settings.
  2. Select the record type.
  3. On the settings menu, select Workflow.

    4. For meeting minutes, you can also select Item Workflow.

  1. In the portfolio or project settings, open the workflow settings for record type.

    2. To switch the workflow setting at the project level, make sure the Workflow settings page is unlocked. To unlock the page, select Locked icon (Locked) on the navigation toolbar.

  2. In the Ball-in-court workflows section, select Upgrade now.
  3. In the confirmation dialog, select Upgrade.
  1. In the portfolio or project settings, open the workflow settings for record type.

    2. To switch the workflow setting at the project level, make sure the Workflow settings page is unlocked. To unlock the page, select Locked icon (Locked) on the navigation toolbar.

  2. In the text underneath the Ball-in-court workflows grid, select go back.
  3. In the confirmation dialog, select Go back.

    4. When you switch back to status workflows, the ball-in-court workflow templates are no longer available.