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.
Let's start by heading to Workflow, which is listed under your Product Lifecyle Management section.
Select the 3-lined menu icon in the top left-hand side > Select Product Lifecyle Management > Select Category > Click the Workflow Tab
On the page, you will see a button to "Create" a new Workflow Assignment. Press the button to get started.
A pop-up will appear, you will need to fill out the values that contain an asterisk next to it.
You can add as many tasks to your workflow assignments and assignees as needed.
Once the assignment has been done you can proceed to go into the specified area to assign the program. (Ex: Project, Quote, Orders)
For example: If you want to assign your Project to a Workflow, you will head over to the Project section and click in the Project you would like to have assigned.
Once in the Project, select all the items and click the "Assign Workflow" button.
You can then view all the items you selected in the Workflow tab for further instruction.
There, you will find all your items and you can have more than one assignee to each task. The person in charge of that task, can then update you with 1 of the 3 options: Accepted, Issue or Rejected. They may also add a task note or product note.
You can repeat the steps above for an unlimited amount 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: