Workflow Templates
Create and manage workflow templates that can be applied when creating new projects. Define the steps, colors, and rules for your team's workflow.
Available Templates
Template Name
Template description
Workflow Steps
No steps yet. Click "Add Step" to create one.
Card Appearance
Card shape applies to all workflow steps
Choose how cards will appear across your entire workflow
Preview how cards will look in each workflow step
Add New Step
Create New Template
Role Master
Manage user roles and their permissions within the system.
Stop/Pause Options
Define and organize pause reasons that team members can select when stopping work on tasks.
Archived Task Management
Control the soft-delete workflow and prune historical data left behind by archived tasks.
Soft Delete Toggle
Archived tasks remain searchable while analytics exclude them automatically.
When enabled, deleting a task archives it and preserves audit history.
Cleanup Utilities
Remove orphaned activity logs and task history entries for archived tasks.
Recent Project Impact
Cleanup metrics will appear here after the first run.