p4-plan-workflows

name	p4-plan-workflows
description	Guide using workflows and pipelines in P4 Plan for task sign-off, testing, and automated task creation. Use when user mentions workflows, pipelines, sign-off, approval, status workflow, or task sequences.

Workflows and Pipelines in P4 Plan

Key Concepts

• Workflow (StatusWorkflow): Defines a state machine for task status progression (e.g., Draft -> Review -> Approved). Does not create new tasks.
• Pipeline (PipelineWorkflow): A task template that spawns sub-tasks when an item is committed to Planning. Creates new tasks automatically.
• Workflow status vs item status: Item status is the basic four (notDone, inProgress, completed, blocked). Workflow status is a custom set of states defined by the workflow. Some workflows hide item status.
• To change workflow status, get the target status ID from get_workflows, then pass it as workflowStatusId to update_item.

Tool Mapping

User Intent	Tool	Key Parameters
List workflows and pipelines	get_workflows	projectId
Check task's current workflow status	get_tasks	taskIds (check workflow, workflowStatus)
Change workflow status	update_item	itemId, workflowStatusId (ID from get_workflows)

Workflow Status Change Sequence

1. get_workflows(projectId) -- find available statuses and their IDs
2. Identify the target status ID from the workflow's statuses array
3. update_item(itemId, { workflowStatusId: targetStatusId })

Related Skills

• Task Management -- basic task status updates
• Planning -- pipelines activate on sprint commit