For more control and organization within your company on the projects created, Leeway allows you to set up workflows in a few clicks.
Leeway allows you to create different types of workflows:
To access it, go to the "Templates" tab in the left-hand menu. Click on the template for which you want to set up a workflow and then on the "Workflows" tab.
Do you want a project created from a kind of template to be assigned to a specific member every time? The selected person will become systematically responsible for each project created from the template.
Here's how to do it:
1️⃣ In the "Workflows" tab of the template therefore, on the "Project Assignation" step, click "Set up this step" ;
2️⃣ Select a default supervisor from the drop-down menu;
3️⃣ Save this step.
This information is editable in the information on the right, when you click on a project.