Features

The foundation of Workflows for Miro is the ability to apply workflows to a board. This lets you track the progress of boards and facilitate approvals of them.

Simple Workflow

The ‘Simple Workflow’ allows you to track the status of a board. It includes the ‘To Do’, ‘In Progress’, and ‘Done’ statuses, allowing transitioning of the workflow in that order.

Approvals

The ‘Simple Approval Workflow’ lets you track progress of a board as well as accepting approvals on it. It includes the ‘To Do’, ‘In Progress’, ‘In Review’, and ‘Done’ statuses, allowing transitions in that order.

The In Review status acts as an approval stage. You can configure the approval when adding the workflow to a board. This is when you choose who can approve the workflow and setting the number of approvals which are required to progress.

While in the In Review status, when the required amount of approvals have been made, the workflow will proceed to Done concluding the workflow. If the stage receives too many rejections so that the required amount of approvals can no longer be met, then the workflow will be rejected, sending it back to In Progress. From there it can be sent for review again to seek new approvals after you’ve made any changes to the board.

Two-stage approval

The ‘Two Stage Approval Workflow’ lets you get two separate approvals for a board. It gives you the ‘To Do’, ‘In Progress’, ‘First Review’, ‘Second Review’, and ‘Done’ statuses, transitioning in that order.

These approval stages behave the same as the Simple Approval Workflow, with both of them returning the workflow to In Progress upon rejection. Each of the two stages can be configured separately upon adding the workflow. This lets you have a different list of approvers and even a different number of required approvals for each step.

Workflow History

Workflows keeps a history of workflows applied to a board and events that happened within them. This is accessible via the ‘History’ button within the app. From here you can see the transitions that have occurred and details about them. It distinguishes between approvals/rejections and simple transitions, with the author for approval/rejection events being the last approval decision which caused the outcome. But in the case of approvals, you can also see the number of approvals and inspect the decisions and comments.

App Card

An app card is a small item you can add to a Miro board which is connected to an app. The Workflows for Miro app card shows a mini view of the workflow status, including approval details for an approval stage. This lets you easily see the workflow status without opening the main app panel.

To add the Workflows app card use the ‘Add Workflow App Card’ button within the app panel. Then you can position it anywhere on your board for easy viewing.

Interacting with the app card will open a modal version of the app, allowing easier access than the Miro app toolbar. This modal view allows basic interaction with the workflow. To add, configure, or remove a workflow, you will still need to use the main app panel.

Configure permissions

To apply a workflow to a board, you must be at least an editor on the board.

However, when applying a workflow you get to choose who is able to transition the workflow. You can also change this setting later by choosing to ‘Configure Workflow'.

You can allow viewers and commenters to transition a workflow in this way. However, such users are not presented with the app toolbar by Miro. To allow these users to interact with the workflow you can add an app card to the board. This shows a glance view of the workflow status and interacting with it will open the modal view of the app, which is accessible to viewers and commenters.

Separate from this setting, approval workflows let you configure the approvers for each stage. This means that even users who don’t have permission to transition the workflow could be chosen as approvers allowing you to customise the behaviour for your organisation.

Need support? We’re here to help 🧡

If you have any questions or would like to speak with us about Workflows for Miro, please contact our Customer Support team.