Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Next »

If you are using Apps to track business processes like help desk requests, issue / bug tracking, change requests, etc. your clients can initiate them. Your Clients can participate in a process if they have initiated the process and it is marked as "client visible".

To participate in project processes:

  1. On the main menu, click Process, point to New, and then click a process type.
  2. Select a project to initiate the process under
  3. In the Summary* box, type the summary of the process.
  4. Fill in the other details and you can attach files if any.

Alternately

  1. The client can go to their specific project
  2. Click on Start Process link to initiate the process
  • No labels