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How do company and team-managed workflows differ?

In company-managed projects, workflows are independent of request types. This means multiple request types can share the same workflow. Changing a workflow will impact every request type associated with it. Workflows have their own place in your project settings.

In team-managed projects, each request type has its own workflow. Changing a workflow only impacts that specific request type associated with it. Since workflows are attached to a request type, you edit a workflow by going to its associated request type. You can copy workflows across request types within the project, but they become independent after copying. Copied workflows aren’t updated simultaneously when a change is made to one of the request types.

You need be an administrator in your project to edit its workflows. Learn more about team-managed project roles.

To copy a workflow to other request types in a team-managed project:

  1. From your service project, select Project settings, then Request management, then Request types.

  2. Select a request type from the sidebar.

  3. Select Edit workflow.

  4. Select More actions () then Copy to other request types.

  5. Choose request types to copy to.

  6. Select Copy.

Company-managed workflows can be shared across request types, and team-managed workflows are request type independent

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