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Planview Customer Success Center

Setting Up Workflow Details

 

Once you have activated workflows, you need to set up all details before they can be processed fully. Do this in the following sequence to ensure necessary data is available:

Web Hooks — referenced by workflows

Project Workflows, including statuses and status movements

Project Types — reference workflows and status movements

Workflow Notifications — reference workflows and status movements.

Project Workflows

Web Hooks

Workflow Notifications