Workflow Management

Design flexible, multi-layered boards tailored to your teams. Customizable workflows enable flexible collaboration, helping you organize work better and continuously refine your processes.

The Initiatives Workflow is where you can create initiatives (bigger tasks or projects) and automatically track their progress. This is the top swimlane on your board, designed to help you break down projects into consumable tasks and track status effortlessly. See it in action ↗

The Project timelines allow you to visualize your past, current, and future projects in a calendar view.  Visualize your projects on the timeline, break them down into manageable tasks and track their progress all in one place. See it in action ↗

Plan your initiatives in an interactive Gantt Chart view. Visualize dependencies between deliverables or entire projects. See your planned vs. actual project progress and stay on top of risks with critical chains. See it in action ↗

Visualize significant events across your project's lifecycle with milestones. Map what you need to achieve in your plan so you can streamline your project management process.

Set and visualize clear process policies so everyone knows what’s required at each workflow stage, ensuring alignment and consistent execution.

The Arrival & Departure rules help you enable a complete vertical or hierarchical flow governance in your organization. You can create policies for what conditions work should meet when entering or exiting different process areas to achieve seamless process management.

You can use permanent card ordering to prioritize your work based on different criteria across your workflows. In combination with our other process policies, the platform helps you focus your efforts on the work that matters the most.

Service Level Expectations represent the maximum agreed time that your work items should spend in a given process. Visualizing them on your kanban board provides an easy way to see which tasks are taking longer than expected.

The Timeline is the first-ever timeline with WIP (Work In Progress) limits. Thanks to this, teams can set a maximum number of projects or initiatives that can be in progress simultaneously, so you can protect them from overburdening and speed up project delivery.