To create an App item:
From Main Menu Apps menu option (For a Workspace/Non-Projectboth Project and Non project Apps)
- On From the main menu, click Apps, and then click New
- Select the appropriate Apps.
- The Apps item instance can be initiated click on Add and from the Apps section, click on the appropriate app name whose instance you wish to initiate.
- Select the appropriate App for which you want to create an item.
- You can initiate Apps under a project or non-project (Workspace) depending on your . Make a selection.
- Click on Next.
- In the Summary* box type summary of the Workflow instance.
- You can enter data in fields like Priority, Due Date depending upon the requirementFill in the information in the different tabs as necessary.
- Other fields like the Assigned To, Requestor, etc are visible depending upon your Apps Definition.
- You can also attach local documents or a Google Documents at this stage if required.
- Enter the details. Click Submit.
From a Specific Project.
- Go to the project where you want to initiate an item for your AppsApp.
- From the project actions drop-down , navigate to Add and then click on the Apps appropriate App name.
- In the Summary* box type summary of the process.
- You can enter data in fields like Priority, Due Date depending upon the requirement.
- Other fields like the Assigned To, Requestor, etc are visible depending upon your Workflow Definition.
- You can attach local documents or a Google Documents at this stage if required.
- Enter the details. Fill in information in the different tabs as necessary.
- Click Submit
To edit
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a single app item:
- Go to your Apps itemthe app item you want to edit.
- From the action drop down of the Apps actions , click on Edit.
- Edit the required attributes.
- Click Submit. The changes will be saved.
To edit multiple app items:
You can edit the following attributes of app items in bulk:
- State
- Assigned To
- Priority
- Custom Fields.
To delete
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an App item:
- Go to your Apps itemthe app item you want to edit.
- From the action drop down of the Apps actions , click on Delete. The process will item will be deleted and will no more be seen in reports or when filling time on Weekly Time screen.
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