How do I edit an existing workflow?

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Jennifer Mason

• September 23, 2014 18:19

I have a workflow set up so that when I create a project, it automatically creates all associated tasks with that project - it's great! However, I now need to add an additional task to this workflow, but nothing happens when I go in to "manage workflow". I click on "add task" but it doesn't seem to be editable - is this really true?

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  Mette Frøkjær Hansen

  • September 24, 2014 13:33

  Hi Jennifer,

  Thanks for your input. Great to hear that you have the workflow set up. You can edit your workflow by choosing your existing workflow at the very bottom of the workflow "box" instead of creating a new workflow.

  /Mette
  - Podio

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  Jennifer Mason

  • September 24, 2014 15:21

  That is not helping. A new problem is that when I went back into that existing workflow just now, the 15-or-so tasks that I had in there to be created when the project was created are no longer there. I tried to re-create the workflow by typing all the tasks in again, and it's not saving. Help!

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  Jennifer Mason

  • September 24, 2014 15:28

  I tested this further and have more information. I can create tasks for a particular workflow, but when I save that workflow, and go back to look at it, it displays a long list of blank tasks. BUT, when I create the project (and I set up the workflow to trigger creation of these tasks), it IS creating the tasks. The problem here is that I cannot see the tasks when I am editing the workflow - I can only see them when the project is created!

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  Mette Frøkjær Hansen

  • September 26, 2014 11:29

  Hi Jennifer,

  It would be great if you could send some screenshots of your workflow setup and the blank tasks through "contact support" in the top of this page.

  Thanks.

  /Mette
  - Podio

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  Randall Benson

  • December 09, 2015 21:52

  It looks like Podio has still not addressed this issue. When I attempt to edit a workflow, all the fields in the workflow are blank. Does anyone have a solution or work around?

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  Charlie Lindstrom

  • December 14, 2015 14:49

  Hi Randall, 
  
  If you could submit a ticket to us in support@podio.com with some screenshots showing how it looks on your side that would be super! Please also let us know which browser you are on as that can also be helpful. We'd love to take a look at it and get this working for you :-)
  
  /Charlie - Podio

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