Create a custom workflow (service-request statuses)
Define a custom set and order of statuses for your process.
A Workflow tailors the request lifecycle beyond the default Open → In progress → Closed. Find it under Admin → Workflows.
Steps
- Open Admin → Workflows and select your Organization at the top.
- Give the workflow a Name — this is how it appears in the system.
- Click Add or Edit Statuses to define the available statuses.
- Under Status Order, click + to add a step, pick a status for each, and drag to reorder. The Preview shows the flow.
- Click Save.
Check before changing one. Workflows affect how every request in your org moves through its statuses, and are typically configured with your Bricks contact.
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