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Custom Workflow 49: in Progress Approved Rejected Reassigned Completed

Custom Workflow 49: in Progress  Approved  Rejected  Reassigned  Completed
   
Home  » Products  » VIP Task Manager Pro  » Tutorials  » Customization Guide  » Custom Workflow 49: in Progress Approved Rejected Reassigned Completed

Custom Workflow 49: in Progress Approved Rejected Reassigned Completed

    The following workflow can be used if more than one resource is assigned to one task and you need to check and approve the work of each resource.

    This workflow includes the following statuses:

  • in Progress
  • The task is marked with status "In Progress" when Administrator or any responsible person initiates the task or the delegated resource has already performed some work on it.

  • Approved
  • Task Status "Approved" means that the assigned resource has already reported some work on the task and it was verified by responsible resources.

  • Rejected
  • Task Status "Rejected" notifies that there are some errors in executing the task or task stakeholders need further clarification, assistance, or testing. Once it is addressed, the task can proceed to the next phase and its status can be changed to "Reassigned", "Approved" or "Completed".

  • Reassigned
  • Task Status "Reassigned" shows that the task was forwarded to another resource for completing.

  • Completed
  • Task Status "Completed" shows that all resources ensured the completion of all task items and the task can be closed.

    Custom Workflow 49

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

  • Go to: Tools/Custom workflow
  • Custom Workflow 49

  • Click "New Workflow" button
  • Custom Workflow 49

  • In Name field enter custom field name, for example, "Workflow 49".
  • Custom Workflow 49

  • Click "Ins" button, enter the status name "In Progress" in Name field and click "Ok" button.
  • Custom Workflow 49

  • Add other statuses: "Approved", "Rejected", "Reassigned" and "Completed".
  • Custom Workflow 49


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