How to... Use the procedures in this section to create workflow templates for your projects and deliverables. Your access to these settings is dependent on your version of ConceptShare. Related Topics:View Workflow Templates View workflow templates you or other users created. Your access to these settings is dependent on your version of ConceptShare. Create a Workflow Template You can create a workflow template that you can use in Projects or Deliverables. Your access to these settings is dependent on your version of ConceptShare. Create Workflow Stages Create the stages for the workflow template that you created. Your access to these settings is dependent on your version of ConceptShare. Add Transitions Add transitions in between stages to define the flow of each stage. You can add more than one transition to each stage. Your access to these settings is dependent on your version of ConceptShare. 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. Add Conditions Add conditions to transitions. Conditions cause the workflow to wait at that stage until the specified condition has been satisfied. Conditions on actions determine if the action happens or not based on whether the condition is fulfilled when that stage is run. Your access to these settings is dependent on your version of ConceptShare. Parent Topic: Workflow Templates (Deprecated Function) HomeAdministrationWorkflow Templates (Deprecated Function)How to...
How to... Use the procedures in this section to create workflow templates for your projects and deliverables. Your access to these settings is dependent on your version of ConceptShare. Related Topics:View Workflow Templates View workflow templates you or other users created. Your access to these settings is dependent on your version of ConceptShare. Create a Workflow Template You can create a workflow template that you can use in Projects or Deliverables. Your access to these settings is dependent on your version of ConceptShare. Create Workflow Stages Create the stages for the workflow template that you created. Your access to these settings is dependent on your version of ConceptShare. Add Transitions Add transitions in between stages to define the flow of each stage. You can add more than one transition to each stage. Your access to these settings is dependent on your version of ConceptShare. 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. Add Conditions Add conditions to transitions. Conditions cause the workflow to wait at that stage until the specified condition has been satisfied. Conditions on actions determine if the action happens or not based on whether the condition is fulfilled when that stage is run. Your access to these settings is dependent on your version of ConceptShare. Parent Topic: Workflow Templates (Deprecated Function) HomeAdministrationWorkflow Templates (Deprecated Function)How to...