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Custom Workflow 25: Open – Pending – Resolved – on Hold - Closed

Custom Workflow 25: Open – Pending – Resolved – on Hold - Closed
   
Home  » Products  » VIP Task Manager Pro  » Tutorials  » Customization Guide  » Custom Workflow 25: Open – Pending – Resolved – on Hold - Closed

Custom Workflow 25: Open – Pending – Resolved – on Hold - Closed

    Your tasks may have the following task flow to match your company process:

  • Open
  • Task status "Open" shows that this task was created; however, the work on it has not been started yet.

  • Pending
  • If the assigned resource is doing the task now, you can mark the task with status "Pending". Sometimes this status may notify that the task needs the approval to be started.  

  • Resolved
  • Task Status "Resolved" notifies that the work on the task was completed and the status can be changed to "On Hold" or "Closed".  

  • On Hold
  • Task Status "On Hold" is displayed for deferred tasks or the task cannot be closed because the responsible person who checks the tasks has some comments or recommendations. Once these are addressed, you can set the task to "Closed" status.

  • Closed
  • Task Status "Closed" shows that all work on the task was successfully completed as it was planned.

    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 25".
  • Click "Ins" button, enter the status name "Open" in Name field and click "Ok" button.
  • Click "Ins" button, enter the status name "Pending" in Name field and click "Ok" button.
  •  Click "Ins" button, enter the status name "Resolved" in Name field and click "Ok" button.
  • Click "Ins" button, enter the status name "On Hold" in Name field and click "Ok" button.
  • Click "Ins" button, enter the status name "Closed" in Name field and click "Ok" button.
  • Task statuses of Custom Workflow 25 on Task List


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