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Add_Edit Tasks window - Workflow tab

Add_Edit Tasks window - Workflow tab

Owned by Former user (Deleted)
Last updated: Feb 25, 2017 by Former user (Deleted)

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.

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