Essentials Part 2: Configuring Workflows and Task Templates

In this quick starter guide, we explore crucial processes for managing projects in Pacei. The three key areas are:

1. Onboarding employees and managing teams.
2. Configuring workflows and task templates.
3. Setting up the main and sprint boards.

In our previous post, we covered onboarding employees and managing teams. Here, we’ll focus on configuring workflows and task templates. The final topic will be discussed in an upcoming post.

Workflows

A workflow defines the status of a work item or ticket, such as “yet to start,” “in progress,” or “completed.” Workflows help track and manage tasks within a project. You can define workflows on the Project Config screen, accessible from the project side menu. Pacei provides a few pre-defined workflows, but you can modify or create your own.

How to Create a New Workflow:

1. Navigate to the Project Config screen.
2. Click the +Workflow button in the top-right corner.
3. Fill in the workflow name, provide a brief description (optional), and assign a color for easy recognition.
4. Click Create to finalize.

The newly created workflow will appear in the list, and you can rearrange workflows by dragging and dropping them. The order displayed here will be consistent across the application.

You can also edit or delete existing workflows by hovering over a workflow card to reveal the edit button. Be cautious when deleting workflows, as this action is irreversible.

Task Templates

Task templates allow for standardized task structures, ensuring consistency and efficiency. For example, if every task requires sections like “context,” “validations,” “task info,” and “acceptance criteria,” you can define these within a template. Once set, each new task will inherit this structure.

How to Create a Task Template:

1. Go to the Project Config tab from the side menu.
2. Under Task Templates, choose the task type (TASK, ISSUE, SPIKE) for which you want to create a template.
3. Click +Template in the top-right corner.
4. Edit the default template as needed. You can adjust the description sections, like adding "context" or "task info."

Newly created tasks will inherit this template, while existing tasks will retain their original structure.

To test the template:

1. Navigate to the Tasks screen from the side menu.
2. Click +Task to create a new task.
3. Open the new task to see how the template is applied to its description.