Waymaker
Taskboards

Workflows & Automation

Learn about Workflows & Automation in WaymakerOS.

WorkflowsProcess
75 minutes read

Customize your workflow, apply project methodologies, and automate repetitive tasks

Make taskboards work the way your team works. This section covers customizing workflow sections, implementing different project methodologies (Agile, Waterfall, Kanban, Hybrid), and setting up automation to save time.

📚 Articles in This Section

Workflow Customization

  1. Customizing Workflow Sections 📋
    • Section design strategies
    • Workflow templates by methodology
    • Completion sections
    • WIP (Work In Progress) limits
    • Flow optimization
    • Section naming best practices

Project Methodologies

  1. Agile/Scrum Workflows 📋

    • Sprint planning with taskboards
    • User story mapping
    • Epic → Feature → Story hierarchy
    • Velocity and burndown tracking
    • Daily standup integration
    • Retrospective workflows

  2. Waterfall/Traditional PM 📋

    • Phase-based planning
    • Sequential dependencies
    • Gantt timeline management
    • Milestone tracking
    • Gate reviews and approvals
    • Resource allocation
    • Change management

  3. Kanban Methodology 📋

    • Continuous flow principles
    • WIP limits implementation
    • Cycle time tracking
    • Cumulative flow diagrams
    • Pull-based workflow
    • Throughput optimization

  4. Hybrid Methodologies 📋

    • Combining agile and waterfall
    • Scrumban approach
    • Tailoring to organizational needs
    • Team-specific adaptations
    • Methodology evolution
    • Best of both worlds

Automation & Integration

  1. Task Automation Rules 📋 (Future Feature)

    • Auto-assignment rules
    • Status-based automation
    • Notification triggers
    • Scheduled actions
    • Conditional workflows
    • Automation best practices

  2. Calendar Integration 📋

    • Google Calendar sync
    • Outlook integration
    • Two-way sync settings
    • Time blocking workflows
    • Meeting task creation

  3. Import and Export 📋

    • CSV import/export
    • JSON data format
    • Bulk task import
    • Migration from other tools
    • Backup strategies
    • Template sharing

  4. Document Embedding 📋

    • Linking strategic documents
    • Document preview in tasks
    • Bidirectional sync
    • Version tracking
    • Requirements traceability

🎯 Choose Your Workflow

Agile/Scrum → Iterative, sprint-based, frequent releases Waterfall → Sequential, phase-based, fixed requirements Kanban → Continuous flow, WIP limits, operational work Hybrid → Mix approaches for different teams/projects

📊 Status

  • ✅ Published: 0 articles
  • 🚧 In Progress: 0 articles
  • 📋 Planned: 9 articles

Total Articles: 9

Start here: → Customizing Workflow Sections