Build a board workflow

With the Status column in place, the board view is where the process actually takes shape. You map how items move from one step to the next, and just as importantly, how they may not.

This is the difference between a status field and a workflow.

#Opening the builder

monday.com board with the Workflow Hub view selected, showing statuses No Status, Working on it, Stuck and Done joined by named transitions, with a transition properties panel on the right. — The builder runs as a board view, so the workflow is edited in place beside the Main Table rather than in a separate app.

Step	What you do
1	Go to the board where Workflow Hub is installed.
2	Click + Add View and choose Workflow Hub from the available apps.
3	Click Edit Workflow to start designing.

#Designing it

Workflow builder canvas with No Status, Working on it, Stuck and Done nodes joined by transitions labelled Start work, Stop work and Finish work, and a side panel holding the transition name and descr — Selecting a transition opens its properties, where the name and description tell whoever picks up the item what the move means.

Each Status label appears as a step you can position.
Draw transitions between steps to say which moves are allowed.
Leave a transition out to prevent that move entirely.

Start with the path work actually takes. Draw the normal route first, then add the exceptions: rejections, returns and cancellations. Workflows built exception-first tend to become unreadable.

#A few things worth knowing

Only admins and members can edit a workflow. Guests can use one but not change it.
The workflow stays in sync with the Status column, so the two never disagree.
One workflow per board, shared by every item on it.

Move items through a workflow

Using what you built.

Configure the Status column

The step before.

Who can do what

Who may edit this.

Draw the happy path. Then the exceptions.