Skip to end of banner
Go to start of banner

Add_Edit Tasks window - Workflow tab

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Next »

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.
  2. Click  next to an existing task.
    The Description tab of the Add/Edit Tasks window is displayed.
  3. 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.
  • No labels