You are now able to work through a task list and meet deadlines in a timely manner. You can assign tasks to certain team members and set due dates. This feature can also be used with your suppliers to keep track of outstanding items.
Open Workflow from the app’s main navigation.
For a workflow assignment within a category, open Product Lifecycle Management, choose the category, and select its Workflow tab.
Create a workflow
- In the category’s Workflow tab, choose “Create.” A drawer titled “Create Workflow” opens; opening it does not create or assign a workflow.
- Enter the required “Workflow Title.” The form starts with one task row with a required “Task Title.” Choose “New Task” to add more task rows.
- For each task, enter “Days” for its expected duration and use “Add” under “Assignee” to choose teammates or include the supplier. These are optional in the Create Workflow form. When assigning the workflow, task duration can be used to auto-populate due dates.
- When the template is ready, choose “Save” at the bottom of the drawer to create the workflow.
Assign a workflow
- To assign a workflow, open a product in a Project, Quote, or Order and choose “Assign Workflow.” This opens the assignment form; it does not write the assignment until you choose “Save.”
- For example: If you want to assign your Project to a Workflow, you will head over to the Project section and click on the Project you would like to have assigned.
- Once in the Project, select all the items and click the "Assign Workflow" button.
- Choose a workflow from “Select Workflow.” The form shows the workflow tasks and due-date fields.
- Optional - If the number of days between tasks has been added to the master workflow template, you can auto-populate task due dates when assigning the workflow:
- Turn on “Auto-populate”
- Enter a task start date
- The due dates will automatically populate, but can be overridden
- Review the selected workflow and task due dates, then choose “Save” to create the workflow assignment and its task rows for the selected products.
View a workflow
- The workflow will appear in the lower right-hand corner of the product details page.
- You can view all items linked to a workflow in the Workflow tab located at the top of the page.
- You can also see the items added to a workflow in the summary view of each project, quote, or order; click the (✓) check mark to change the view.
- Products will be grouped by Supplier, with light blue banded sections to help distinguish when supplier group changes.
Maintain a workflow
- You can have more than one assignee to each task. They are listed in the header.
- Click the circle under the task, a pop-up will appear
- Select a status: Completed (Green), Issue (Yellow), or Rejected (Red).
- You have the option to add a task note or a task due date
- Click the pencil
- Type the note and/or enter a date
- Click Save when finished
- A note indicator will populate in the task area
- You also have the option to add a Product Note.
- Click the 3 dots
- Click Add Product Note
- Type your note
- Click Save
- You can edit all task due dates for an item at once.
- Click the 3 dots under product note
- Click Edit Due Date
- You have the choice to auto-populate (see the above section on assigning a workflow) or manually add due dates
- Click Save when finished
You can repeat the steps above for an unlimited number of tasks to assign. For further information on Workflow, you can play the video above or reach out to support & chat with us.
To learn how to create content to assign a workflow, select any of the following articles below:
How to Create a Project How to Create an Order