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Custom Workflow 53: Approved Rejected

Custom Workflow 53: Approved  Rejected
   
Home  » Products  » VIP Task Manager Pro  » Tutorials  » Customization Guide  » Custom Workflow 53: Approved Rejected

Custom Workflow 53: Approved Rejected

This workflow can be used to help you manage your documents in VIP Task Manager Professional. You can track tasks along with the attached documents trough two statuses: Approved and Rejected.

  • Approved
  • The resource works on the assigned task, attaches the elaborated document or edits already existing attachment. If the reviewer or approver accepted it, the task status can be set to "Approved".

  • Rejected
  • If the document contains some errors or the reviewer has some comments or remarks, the task is marked with "Rejected" status. Once the errors are corrected and the objections are addressed, you can set task status to "Approved". Now the task can be considered completed.

    If you have a set of typical tasks or projects with template documents that need to be changed over the course of the project or task lifecycle you can create a pre-defined template with task group and attach documents to it. Each time you launch a new project you do not need to create tasks and attach template documents again. You can simply copy the template task group. All dates, assignments and attached files will be copied to the new project automatically.

    For more information please click at:

    http://www.taskmanagementsoft.com/products/taskmanagerpro/help/how-to-duplicate-the-task-group.php

    Task statuses of Custom Workflow 53 on Task List

    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 53".
  • Click "Ins" button, enter the status name "Approved" in Name field and click "Ok" button.
  • Add other status: "Rejected".

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