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Custom Workflow 1: Scheduled – in Progress – Cancelled – Failed – Completed – Succeeded

Custom Workflow 1: Scheduled – in Progress – Cancelled – Failed – Completed – Succeeded
   
Home  » Products  » VIP Task Manager Pro  » Tutorials  » Customization Guide  » Custom Workflow 1: Scheduled – in Progress – Cancelled – Failed – Completed – Succeeded

Custom Workflow 1: Scheduled – in Progress – Cancelled – Failed – Completed – Succeeded

This custom workflow is based on the following task statuses:

  • Scheduled

Task status "Scheduled" shows that the task is ready for execution but is not started yet or it has Start and/or Finish date only.

  • In Progress

Task status "In Progress" shows that the task is in process of accomplishment.

  • Cancelled

Task status "Cancelled" means that the task was cancelled to some reasons and wasn’t completed.

  • Failed

Task status "Failed" shows that the task wasn’t completed because of some issues.

  • Completed

Task status "Completed" was completed with some errors or issues.

  • Succeeded

Task status "Succeeded" means that the task was successfully completed and all the goals of these tasks are achieved.

Custom Workflow 1

To create custom workflow using the statuses described above, please follow the steps below:

  • Go to: Tools/Custom workflow

Custom Workflow 1

  • Click "New Workflow"   button

Custom Workflow 1

  • In Name field enter custom field name, for example, "Workflow 1".

Custom Workflow 1

  • Click "Ins" button and in name field enter the status name "In Progress"

Custom Workflow 1

  • In "Value" field enter "1" and select the color for this workflow. If you select for example, blue, all tasks will be displayed in blue color on your Task List or Task Tree.

Custom Workflow 1

  • VIP Task Manager Professional can automatically change the percentage of task accomplishment when you change the status of this task. to set this option you need to check "Complete related". 

Custom Workflow 1

  • to have the exact percent complete for the task with the given status, click "Strong value" and enter the percentage value for this status.

Custom Workflow 1

  • If you would like to connect Status and the range of task completion, please click radio button "Range" and select percent range, for example, 2%-99%. If you update task completion to 50%, for example, the task status will be automatically changed to "In Progress".

Custom Workflow 1

  • To download workflow icon please right click on the box, select Load and click "Open"

Custom Workflow 1

  • If you would like to get notifications about workflow changes, please select "On" in Notification field and click "Ok" button.

Custom Workflow 1

  • Add other statuses for this workflow: Scheduled, Succeeded, Cancelled, Failed, Completed.

To manage multiple workflows easier you can select workflow for task groups and all tasks of this group will automatically inherit this workflow or set of statuses.

To choose workflow for task groups please follow the steps below:

  • Go to Task Tree tab or use small task tree in Task List tab to select required task group and open its "Edit Folder" dialog.

Custom Workflow 1

  • in Workflow field select workflow name and click "Ok" button.

Custom Workflow 1

  • Task statuses on Task Tree view

Custom Workflow 1


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