This page is for team-managed projects
To check whether your project is team-managed or company-managed, select more actions (•••) next to the project name in either the header or the sidebar. At the bottom of the menu that opens, you’ll be able to view whether your project is team-managed or company-managed.
If you’re in a company-managed project, check out these company-managed project articles instead.
More about the difference between company-managed and team-managed projects.
work item transitions control how work flows through your project. They connect your work type’s statuses and describe the action your team takes when moving work items between statuses. They can also power up your project by performing automated actions.
work item transitions relate to your work types' workflows and you can edit them in the workflow editor. Read more about workflows in team-managed projects.
You must have the administrator role in your project to do the things described on this page. More about team-managed project roles.
Create a transition in your work type’s workflow
To create a new transition:
Next to your project's name in the sidebar, select more actions (•••), Project settings, and then Work types.
From the sidebar, select the work type you want to edit.
Select Edit workflow.
Using the toolbar at the top of the editor, select Transition.
Select the start of your transition path in the From status dropdown. Select multiple statuses to create a shared transition.
Select the destination of your transition path in the To status dropdown.
Give your transition a name.
Select Create.
Your transition appears on the workflow as an arrow connecting your statuses. When you select a status in your workflow, you can view all its transitions in the details panel.
You can add up to 200 transitions to your workflow.
When you’re done editing your work type’s workflow, select Update workflow and confirm which work type the workflow will apply to.
Take care when creating transitions that don’t start from Any status. These transitions may cause unintended behavior when people move cards across your board.
Add a status to an existing transition in your work type’s workflow
If you want different ways of reaching a particular status with the same transition, you can add more From statuses to an existing transition.
Example
Your team might have a standard workflow with these statuses:
To do → In progress → In review → Done
There’s a transition from In review → Done named Complete work that your team wants to use to go from In progress → Done as well. To do this, you can add the In progress status to the Complete work transition.
The transition named Complete work will now look like this: (In progress, In review) → Done.
Create a shared transition
To add a status to an existing transition:
From your project's sidebar, select Project settings > work types.
From the sidebar, select the work type you want to edit.
Select Edit workflow.
Select the transition you want to add a status to.
Open the From status dropdown.
Select more statuses.
When you’re done editing your work type’s workflow, select Update workflow and confirm which work type the workflow will apply to.
Edit a transition in your work type’s workflow
To edit a transition:
Next to your project's name in the sidebar, select more actions (•••), Project settings, and then Work types.
From the sidebar, select the work type you want to edit.
Select Edit workflow.
Select the transition in your workflow diagram. The transition details panel appears.
In the details panel, you can edit the transition’s name and any of its rules.
When you’re done making edits to your work type’s workflow, select Update workflow and confirm which work type the workflow will apply to.
Take care when editing transitions. If you limit how people can move work items across the board – for example, by editing an Any status transition to a more restrictive transition. Your team may encounter errors when they move cards across your board.
Delete a transition in your work type’s workflow
To delete a transition:
Next to your project's name in the sidebar, select more actions (•••), Project settings, and then Work types.
From the sidebar, select the work type you want to edit.
Select Edit workflow.
At the bottom of the details panel, select gram. The transition details panel appears.
At the bottom of the details panel, select Delete transition.
Deleting a transition also deletes any rules associated with the transition.
When you’re done making edits to your work type’s workflow, select Update workflow and confirm which work type the workflow will apply to.
Take care when deleting transitions. If you limit how people can move work items across the board – for example, by removing Any status transitions. Your team may encounter errors when they move cards across your board.
Take care when restricting who can move a work item. If you remove the roles or people designated in this rule, your team may have trouble moving work items into the correct status.