Introduction
The Workflow Configuration section in Administration defines which task status transitions are allowed and what fields can be modified at each stage. It lets administrators customize workflows per user role and tracker type. This article explains how to manage and configure workflows in Easy8.
Target Audience
- Administrator
Workflow Configuration in Administration
Definition
Workflow configuration controls how tasks can move between statuses and what fields are editable during the process. It includes settings for:
- Task status transitions – defines allowed changes between task statuses
- Task field permissions – defines visibility and editability of task fields
- CRM field permissions – defines permissions for CRM-related fields
Each configuration is linked to a specific role and tracker.
How It Works
Selecting a Workflow to Configure
To start, the select:
- A role (such as C-level Role)
- A tracker (such as Task)
Only the relevant task statuses for the selected tracker are displayed, ensuring clean configuration.
Task Status Transitions
In this part, the define:
- Which statuses a task can move to, from each current status
- Additional rules for when the user is the author or assignee of the task
After you select a role and a tracker, you will see a workflow matrix.
- This matrix shows all task statuses across the top and side
- You can mark which status changes are allowed by ticking the boxes directly in the grid
- This allows tailoring workflows based on user involvement
- Simply tick the box where you want to allow a status change
- You will also find separate sections where you can define extra rules if the user is the author or assignee of the task
Task Field Permissions
This configuration controls whether task fields are:
- Read-only
- Required
You will also manage task field permissions through a matrix:
- The rows list the task fields like Priority, Start date, and Description
- The columns show the different task statuses
- For each field and status, you can set if the field is editable, read-only, or required
- This way, you control exactly what users can edit or must fill in at each step of the workflow
The settings apply per task status, giving full control over which fields can be used or changed during each workflow step.
CRM Field Permissions
Similar to task fields, administrators can manage visibility and editability of CRM fields (like opportunity status, price, contract date, etc.) for each step in a CRM opportunity’s workflow.
This is useful when different CRM stages require different access or data updates from users.
Conclusion
The Workflow Configuration section in Administration enables precise control over how tasks and CRM records move through their life cycle. By assigning rules to roles and trackers, administrators ensure that workflows reflect real organizational processes, with the right people accessing and editing the right data at the right time.
Further Reading
- Task Statuses in Administration (Explanation)
- Trackers in Administration (Explanation)
- Roles and Permissions in Administration (Explanation)
