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Custom Workflow 2: Needs Action – in Process – Cancelled - Completed

Custom Workflow 2: Needs Action – in Process – Cancelled - Completed
   
Home  » Products  » VIP Task Manager Pro  » Tutorials  » Customization Guide  » Custom Workflow 2: Needs Action – in Process – Cancelled - Completed

Custom Workflow 2: Needs Action – in Process – Cancelled - Completed

This workflow includes four following statuses:

  • Needs Action

Task status "Needs action" shows that the task hasn’t been started yet.

  • In Process

Task Status "In Process" shows that the task was started and the assigned resource is being working on the task at the moment.

  • Cancelled

Task Status "Cancelled" notifies that the task was cancelled and wasn’t succeeded for some reason.

  • Completed

Task Status "Completed" shows the task was successfully done and the assigned resource executed his purpose.

Custom Workflow 2

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

  • Go to: Tools/Custom workflow

Custom Workflow 2

  • Click "New Workflow"   button

Custom Workflow 2

  • In Name field enter custom field name, for example, "Workflow 2".

Custom Workflow 2

  • Click "Ins" button, enter the status name "Needs Action" in name field and click "Ok" button.

Custom Workflow 2

  • Click "Ins" button, enter the status name "In Process" in name field and click "Ok" button.

Custom Workflow 2

  •  Click "Ins" button, enter the status name "Cancelled" in name field and click "Ok" button.

Custom Workflow 2

  •  Click "Ins" button, enter the status name "Completed" in name field and click "Ok" button.

Custom Workflow 2

  •   Task statuses of Custom Workflow 2 on Task List

                         


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