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            Add_Edit Tasks window - Workflow tab

            Modified on Mon, 20 Apr at 12:19 AM

            Use the Workflow tab to maintain task workflows. You can:

            • view and filter the existing workflow
            • start tasks
            • complete tasks
            • save workflow tasks as templates.

            Note: The Workflow tab is only displayed when a workflow exists for the selected user task.
             

             Opening the Workflow tab

            To open the Workflow tab:

            1. Select System > Task Maintenance.
              The Task List window is displayed.
            2. Click  next to an existing task.
              The Description tab of the Add/Edit Tasks window is displayed.
            3. Click the Workflow tab.
              The Workflow tab of the Add/Edit Tasks window is displayed.

             

            Workflow tab key fields

            Field

            Description

            Extra Data to Display

            Select fields in this area to display extra information on the workflow.
            You can display:

            • statuses
            • allocations
            • linked records
            • estimated durations
            • % complete figures.

            Attachments (5)

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