Custom workflows on Narrato allow you to define your own workflow steps and have all tasks in a project follow them. Your boards, task statuses are fully customizable with this feature. 

With the custom workflows feature you can add your own unique workflow steps and milestones, mirroring your content process. You can have different workflows for your blog, social media, website updates, and other content creation.

You can also add workflow automation which automatically triggers certain actions when the workflow status on a task is changed.

How to create Custom Workflows and add automation

Every project has a workflow associated. When you create a project, you choose the workflow to apply at the time. So it is recommended to create a workflow before creating the project. The workflows can be modified later, i.e. steps can be added, moved up and down or steps' names can be changed as well.

Workflow automations can also be added when creating a custom workflow.

To create a workflow, follow the instructions below.

1. Click on "Organize" in the main menu.

2. Navigate to the "Workflows" section.

3. Select the option to create a new workflow.

4. Give your custom workflow a unique name and proceed to the next step.

5. You can rename your workflow steps to align with your process.

6. Add a new status by clicking on the + button. You can insert steps in between, or at the end of the workflow.

7. You can also change the colors representing each workflow stage

8. To change the order of steps, simply drag and drop to move them.

9. To add automations to each step, click on the Automations button.

10. You can set due dates, that will automatically update when the task status is changed.

11. You can auto-assign tasks to team members by simply changing the workflow status.

12. You can also add automated notifications to go out when the status is changed.

13. To restrict certain user roles from viewing the task at certain stages, click on the vibil.

14. You can restrict visibility for Creator and Guest user roles.

15. You can now apply the workflow to a new project or an existing project without tasks.

16. To apply the workflow to a new project, first create a project.

17. You can choose the default workflow, from the dropdown menu, while creating the project.

18. To view the default workflow for a project, open the project.

19. And navigate to the "Settings" section.

20. You can view the default workflow under "Project Defaults" and change it if you need to.

Just one thing to note - you can only update the workflow of a project which doesn't have any active tasks.

Once you have created and applied the custom workflow to a project, all your tasks in the project will follow your custom workflow. 

Here's a quick video showing you how to build and automate custom workflows on Narrato.