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Use workflow settings to match Kaneo to your team’s delivery process.

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Open workflow settings

  1. Go to Settings.
  2. Open Projects.
  3. Select a project.
  4. Open the Workflow tab.

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Configure columns

In Workflow -> Columns:
  1. Add or rename columns to reflect your real stages.
  2. Reorder columns to match execution order.
  3. Mark final columns as done states where appropriate.
Common examples:
  • To Do -> In Progress -> Review -> Done
  • Backlog -> Ready -> In Progress -> QA -> Done

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Configure automation rules

In Workflow -> Automation Rules:
  1. Map integration events to target columns.
  2. Verify each event moves work to the expected stage.
This helps keep project state aligned with external systems.

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Rollout strategy

When changing workflows on active projects:
  • Announce the new column model first
  • Migrate existing tasks in a single pass
  • Keep naming stable after rollout
Frequent column churn reduces reporting clarity.

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