Workflow steps / process flow

Learn how to customize workflows in Dastra.

What is the purpose of workflow stages?

Workflow stages allow you to materialize a realization process by moving from one stage to another. In this way, you can break down your procedure in a very operational manner by indicating the steps to follow directly in Dastra.

How to customize workflow stages?

Click on "Settings" and then "Process Flow." ​ ​

This will give you access to the different available workflow stages per process. Customize them according to your preferences and then click "Save."

Can you delete a workflow stage?

To delete stages, click on the trash bin. Elements attached to the deleted stage will automatically be reattached to the top-level stage in the same status.

For example, if you delete the "In Progress" stage in task workflows,