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Custom Workflow 21: Approval Queue - Pending Approval - To-do Queue – Work in Progress – Review Queue – Reviewed – Rejected - Completed

Custom Workflow 21: Approval Queue - Pending Approval - To-do Queue – Work in Progress – Review Queue – Reviewed – Rejected - Completed
   
Home  » Products  » VIP Task Manager Pro  » Tutorials  » Customization Guide  » Custom Workflow 21: Approval Queue - Pending Approval - To-do Queue – Work in Progress – Review Queue – Reviewed – Rejected - Completed

    Custom Workflow 21:Approval Queue - Pending Approval - To-do Queue – Work in Progress – Review Queue – Reviewed – Rejected - Completed

    This workflow is based on the following statuses:

  • Approval Queue
  • Task status "Approval Queue" shows that Administrator or responsible resource assigned the task to the group of resources and the task is waiting for the assignment confirmation from one of resources.

  • Pending Approval
  • Task Status "Pending Approval" shows that Administrator or responsible resource assigned the task to a specific resource and the task is pending for the assignment confirmation.

    To track the assignment confirmations of resources you can use custom field "Confirmed"

  • To-do Queue
  • Task Status "To-do Queue" shows that Administrator or responsible resource assigned the task to the group of resources and the task is pending for someone to work and accomplish the task.

  • Work in Progress
  • Task Status "Work in Progress" notifies that some resource confirmed the assignment and is currently working on the task.

  • Review Queue
  • Task Status "Review Queue" is displayed for tasks assigned to the group of people and needs further checking or clarification.

  • Reviewed
  • Task Status "Reviewed" mean that the task was successfully checked and approved by superiors or responsible resources.  

  • Rejected
  • Task Status "Rejected" shows that the approval failed because the task was done with issues or errors.

  • Completed
  • Task is marked with status "Completed" if the work on it was successfully finished and all stakeholders executed their purposes.

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

  • Go to: Tools/Custom workflow
  • Click "New Workflow"   button
  • In Name field enter custom field name, for example, "Workflow 21".
  • Click "Ins" button, enter the status name "Approval Queue" in Name field and click "Ok" button.
  • Click "Ins" button, enter the status name "Pending Approval" in Name field and click "Ok" button.
  •  Click "Ins" button, enter the status name "To-do Queue" in Name field and click "Ok" button.
  • Click "Ins" button, enter the status name "Work in Progress" in Name field and click "Ok" button.
  • Click "Ins" button, enter the status name "Review Queue" in Name field and click "Ok" button.
  • Click "Ins" button, enter the status name "Reviewed" in Name field and click "Ok" button.
  • Click "Ins" button, enter the status name "Rejected" in Name field and click "Ok" button.
  • Click "Ins" button, enter the status name "Completed" in Name field and click "Ok" button.
  •                            Task statuses of Custom Workflow 21 on Task List


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