To create a Workflow instance:
From Main Menu
- On the main menu, click Workflow, and then click New
- Select the appropriate Workflow.
- The Workflow instance can be initiated under a project or non-project (Workspace) depending on your 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 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. Click Submit.
From a Specific Project
- Go to the project where you want to initiate the Workflow instance.
- From the project actions drop-down , navigate to Add and then point to Workflow.
- Select the Workflow in which you wish to initiate the workflow.
- 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. Click Submit
To edit the Workflow:
- Go to your Workflow
- From the action drop down of the workflow , click on Edit.
- Edit the required attributes.
- Click Submit. The changes will be saved.
To delete the Process:
- Go to your Workflow
- From the action drop down of the workflow , click on Delete. The process will be deleted and will no more be seen in reports or when filling time on Weekly Time screen.