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To create an App item:

From Main Menu Apps menu option (For a Workspace/Non-Projectboth Project and Non project Apps)

  1. On From the main menu, click Apps, and then click New
  2. Select the appropriate Apps.
  3. 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. 
  4. Select the appropriate App for which you want to create an item.
  5. You can initiate Apps under a project or non-project (Workspace) depending on your . Make a selection. 
  6. Click on Next.
  7. In the Summary* box type summary of the Workflow instance.
  8. You can enter data in fields like Priority, Due Date depending upon the requirementFill in the information in the different tabs as necessary.
  9. Other fields like the Assigned To, Requestor, etc are visible depending upon your Apps Definition.
  10. You can also attach local documents or a Google Documents at this stage if required.
  11. Enter the details. Click Submit.

From a Specific Project.

  1. Go to the project where you want to initiate an item for your AppsApp.
  2. From the project actions drop-down  , navigate to Add and then click on the Apps appropriate App name.
  3. In the Summary* box type summary of the process.
  4. You can enter data in fields like PriorityDue Date depending upon the requirement.
  5. Other fields like the Assigned ToRequestor, etc are visible depending upon your Workflow Definition
  6. You can attach local documents or a Google Documents at this stage if required.
  7. Enter the details. Fill in information in the different tabs as necessary.
  8. Click Submit


To edit

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a single app item:

  1. Go to your Apps itemthe app item you want to edit.
  2. From the action drop down of the Apps actions , click on Edit.
  3. Edit the required attributes.
  4. 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:

  1. Go to your Apps itemthe app item you want to edit.
  2. 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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