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  1. On the main menu, click Workflow, and then click New
  2. Select the appropriate Workflow.
  3. The Workflow instance can be initiated under a project or non-project (Workspace) depending on your selection. 
  4. Click on Next.
  5. In the Summary* box type summary of the Workflow instance.
  6. You can enter data in fields like Priority, Due Date depending upon the requirement.
  7. Other fields like the Assigned To, Requestor, etc are visible depending upon your Workflow Definition.
  8. You can attach local documents or a Google Documents at this stage if required.
  9. Enter the details. Click Submit.

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  1. Go to the project where you want to initiate the Workflow instance.
  2. From the project actions drop-down , navigate to Add and then point to Workflow.
  3. Select the Workflow in which you wish to initiate the workflow.
  4. In the Summary* box type summary of the process.
  5. You can enter data in fields like PriorityDue Date depending upon the requirement.
  6. Other fields like the Assigned ToRequestor, etc are visible depending upon your Workflow Definition
  7. You can attach local documents or a Google Documents at this stage if required.
  8. Enter the details. Click Submit

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