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Custom Workflow 17: Open – In-Progress - Review - Closed

Custom Workflow 17: Open – In-Progress - Review - Closed
   
Home  » Products  » VIP Task Manager Pro  » Tutorials  » Customization Guide  » Custom Workflow 17: Open – In-Progress - Review - Closed

Custom Workflow 17: Open – In-Progress - Review - Closed

    It is possible to set a task to one of the following statuses:

  • Open
  • Task status"Open" notifies that the task was created and you need to set task objectives, set due dates and get additional information needed to complete this task.

  • In-Progress
  • Task Status "In Progress" shows that the task is in the process of being completed.

  • Review
  • Task Status "Review" is displayed for tasks considered to be complete. Once the task is set to "Review" status, the superiors get task notification that they need to check this task.

    The assigned resource can be required some clarification or assistance on this stage.

  • Closed

If the task is successfully reviewed and verified, it can be set to „Closed" status.

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

  1. Go to: Tools/Custom workflow
  2. Click "New Workflow"   button
  3. In Name field enter custom field name, for example, "Workflow 17".
  4. Click "Ins" button, enter the status name "Open" in Name field and click "Ok" button.
  5. Click "Ins" button, enter the status name "In-Progress" in Name field and click "Ok" button.
  6.  Click "Ins" button, enter the status name "Review" in Name field and click "Ok" button.
  7. Click "Ins" button, enter the status name "Closed" in Name field and click "Ok" button.
  8. Task statuses of Custom Workflow 17 on Task List

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