Celoxis can be configured to track your simple and complex business processes. We have configured some commonly used processes like Bug Tracking, Issue Tracking etc. To use these predefined processes, an Admin user has to import them first and then configure the applications before use.
Below are the steps to use the predefined workflows.
- Import the pre configured application
- You can modify the default states and transitions as per your company process or use them as is
- As Admin, click on Settings – Workflow Applications – (Bug Tracker) Process Types – States and Transitions
- You can change the default permissions or roles as per your company process
- As Admin, click on Settings – Workflow Applications – (Bug Tracker) Process Types – Roles
- You can add any custom fields to transitions to capture data that is more relevant to your working
- Then configure the process and define your state managers, resources and time out policies etc.
Default Permissions
Please note that by default, the role 'Anyone' has all permissions on the processes. Please modify those as per your company policies.