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Add_Edit Tasks window - Workflow tab

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Use the Workflow tab to maintain task workflows. You can:

  • view and filter the existing workflow
  • start tasks
  • complete tasks
  • save workflow tasks as templates.

Note: The Workflow tab is only displayed when a workflow exists for the selected user task.
Opening the Workflow tab
To open the Workflow tab:

  1. Select System > Task Maintenance.

The Task List window is displayed.

  1. Click next to an existing task.

The Description tab of the Add/Edit Tasks window is displayed.

  1. Click the Workflow tab.

The Workflow tab of the Add/Edit Tasks window is displayed.

Workflow tab key fields

Field

Description

Extra Data to Display

Select fields in this area to display extra information on the workflow.
You can display:

  • statuses
  • allocations
  • linked records
  • estimated durations
  • % complete figures.



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