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Custom Workflow 34: Not Started Active Awaiting Data on Hold Pending Reopened Completed Archived

Custom Workflow 34: Not Started  Active  Awaiting Data  on Hold  Pending  Reopened  Completed  Archived
   
Home  » Products  » VIP Task Manager Pro  » Tutorials  » Customization Guide  » Custom Workflow 34: Not Started Active Awaiting Data on Hold Pending Reopened Completed Archived

    Custom Workflow 34: Not Started Active Awaiting Data on Hold Pending Reopened Completed Archived

    This workflow includes the following statuses:

  • Not Started
  • Tasks with task status "Not Started" shows that the task was added to VIP Task Manager Professional.

  • Active
  • Tasks status "Active" shows that the responsible resources are checking all information associated with the task, e.g., estimated start and finish dates, due dates, additional information provided in Notes or Comments, etc.

  • Awaiting Data
  • Task Status "Awaiting Data" means that the task started, however the assigned resource needs additional information from task stakeholders.

  • On Hold
  • Task status "On Hold" notifies that the task was deferred.

  • Pending
  • Task status "Pending" shows that responsible resources, supervisors or any other stakeholders are checking the work on this task.

    If the task is verified and approved by all responsible resources and interested parties, you can set task status to "Completed".

    If the task is rejected by one of the stakeholders, the task status can be changed to "Reopened" (see below).

  • Reopened
  • Task Status "Reopened" notifies that the assigned resource did the task with errors or the task needs further clarification, assistance or testing.

  • Completed
  • If all responsible resources or task stakeholders approved the task, the task status can be set to "Completed".

  • Archived
  • Task Status "Archived" is shown for completed tasks that are pending to be moved to Archive and need to be approved by superiors or responsible resources.

    Custom Workflow 34

    Task statuses of Custom Workflow 34 on Task List

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

  • Go to: Tools/Custom workflow
  • Custom Workflow 34

  • Click "New Workflow" button.
  • Custom Workflow 34

  • In Name field enter custom field name, for example, "Workflow 34".
  • Custom Workflow 34

  • Click "Ins" button, enter the status name "Not Started" in Name field and click "Ok" button.
  • Custom Workflow 34

  • Add other statuses: "Active", "Awaiting Data", "On Hold", "Pending", "Reopened", "Completed" and "Archived".
  • Custom Workflow 34


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