Workflows and approvals

Your process applies, not the one out of the box.

Every project brings its own statuses, and where it matters you allow only the transitions your process foresees. Which fields a work item needs is decided by its type.

Your own statuses per project

Name, colour and order are set by the project, and the columns follow them

Three categories

To do, in progress and done carry the backlog, the burndown and velocity

Only permitted transitions

A governed workflow allows exactly the paths you defined

Field rules per type

Required, hidden or in a fixed position, per work item type

When this shows

When a case skips the approval because nothing holds it back.

A case counts as done although the review is still outstanding. A bug report arrives without the steps to reproduce it. Both are questions of process: which stations exist, which path between them is allowed, and which fields have to be filled before anything moves on.

01

Work jumps straight to done although a review belongs in between.

02

A bug report arrives without the details nobody can reproduce it without.

03

An audit lacks the evidence that the intended path was followed.

Value

What you gain.

Statuses that match your stations

In review, with the specialist unit, waiting on the customer: every project creates its own statuses, with a name and a colour. Each one belongs to one of the three categories to do, in progress or done, and Collabase computes backlog, burndown and velocity from that. The order in the settings is the order of the columns on the board.

Name, colour, orderThe category carries the maths

Free choice or a governed path

Free choice is the default: a work item may move into any status. For audited processes you define per status where it may go from there. Every other move is refused, on the board and through the API alike. That is what evidences that the intended path was followed.

Transitions per statusApplies through the API too

Types across three levels

A work item type carries a name, an icon and a colour. Types created globally are available in every project, the space adds its own, the project adds more again. Each level adds, none overrides the one above, so the shared set stays intact while one team adds its speciality.

Global, space, projectAdds instead of overriding

The fields a type demands

Per type a rule decides whether a field is required, stays hidden or sits in a fixed position. A bug demands the steps to reproduce; an epic needs no story points. A hidden field cannot be set through the API either, so the rule is the same everywhere.

Required, hidden, orderedApplies through the API too
Use cases

Who this pays off for.

Regulated environments

A governed workflow evidences that every station was passed in the intended order.

Service desk

Waiting on the customer is a status of its own instead of a note in a comment.

Quality assurance

The bug type demands the details nobody can reproduce the defect without.

Business departments

One type per kind of request, with exactly the fields that belong to it.

Ecosystem

Workflows belong to Projects.

Statuses and types apply to the work items of a project and set the columns on the kanban board. Approvals run through the automation engine: it holds the run, notifies the person responsible and continues along the path their decision takes. All apps share login, permissions and data. One licence, one deployment, one point of contact.

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Docs

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Projects

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Intranet

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Registry

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Test Management

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Automation

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Time

See all apps
Operations

Operations and data sovereignty.

Where the data sits is decided by the operating model, not by the small print.

Swiss hosted

Operated on Swiss public cloud at Infomaniak, one isolated environment per customer. Content is processed in Switzerland only, apart from the upstream web application firewall.

Self-hosted

Runs on your own infrastructure. Full control over the data, no access from outside.

revFADP & GDPR

Data processing agreement included. Compliant with the revised Swiss data protection act and the GDPR.

Pricing

One licence, all apps.

Collabase Enterprise

On request

Staged by user count

Workflows and approvals is part of the Enterprise plan. All seven apps, no add-ons.

Workflows and approvals

Put your process

into a project.

In the proof of concept we model one of your approvals with statuses, transitions and field rules.