Customize workflows and set up your processes

Become more efficient by implementing your own way of working.

Workflows and customization

Increase efficiency with project management software that adapts to your needs

Because every organization has a different structure, different processes, selling different products, project management is executed differently – even though following the general phases from initiation to project close.

A project management software thus has to allow for flexibility for the users to adapt it to their organization. OpenProject offers various options for the user to customize.

Workflows

Make it your own

To support the execution of your project management, you want to map your own organization’s approach in the project management software. OpenProject allows you to customize your workflows. A workflow in OpenProject represents the transitions of a work package between status for a role and a type. I.e. which status changes can a certain role implement depending on the work package type. Hence, to make it suit your own approach, you can adapt which status changes are allowed by a selected role for the selected work package type.

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In addition to customizing your workflow, you can add custom action buttons to standardize your workflows, avoid errors and reduce manual work for updates.

An intelligent workflow with custom actions allows you to easily update several work package attributes at once with a single click on a button.

Use one or more custom action buttons on your work package forms to structure your ordering processes, your development workflow and much more.

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Not every project is the same. OpenProject gives you the opportunity to not only work with existing forms but adapt to your requirements.

You can create additional custom fields for different sections, e.g. work packages, projects, users or groups in OpenProject. Easily set them to be required or add to multiple projects at once.

Displaying custom fields for projects on the projects list are part of the Enterprise add-ons.

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