Add Actions

Add actions to workflow stages. ConceptShare runs the action based on these conditions: workflow stage, project status, deliverable status, deliverable phase, to-do status, review status, time check, and execute script. Your access to these settings is dependent on your version of ConceptShare.

Important: Workflows are available only in the Enterprise Edition of ConceptShare.

Before you can add actions to a workflow, you must first add transitions. For instructions, see Add Transitions.

To add actions to workflow stages:

1. Log into your account.
2. At the top right of the screen, click the gear wheel > Workflow Templates.
3. On the toolbar of the Workflow Templates dashboard, click a Deliverable or Project template and click Edit Deliverable Workflow.
4. In the Edit Deliverable Workflow dialog box, click the chevron to the right of a workflow stage, and select Add Action.
   Note: Make sure to open the correct stage because once items are created, they can be moved up or down within their stage but they cannot be moved outside of their stage.
5. In the Action Properties section, specify the following information.

   Option	Description
   Action Name	Specify a name.
   Type	Select the action type. For information about the fields and options, see Action Properties Pane.
   Project	Select a project.
   Status	Select a status.

6. Click Save.

After adding actions to your workflow stages, you must now add conditions for the transitions that you previously added. For instructions, see Add Conditions.