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Custom Workflow 54: Draft – Pending Approval – Approved - Rejected – Need More Information

Custom Workflow 54: Draft – Pending Approval – Approved - Rejected – Need More Information
   
Home  » Products  » VIP Task Manager Pro  » Tutorials  » Customization Guide  » Custom Workflow 54: Draft – Pending Approval – Approved - Rejected – Need More Information

Custom Workflow 54: Draft – Pending Approval – Approved - Rejected – Need More Information

     The workflow can include the following statuses:

  • Draft
  • If the task was created but not sent for review or approval, its status is set to "Draft".

  • Pending Approval
  • Task Status "Pending Approval" means that the assigned resource has already executed the task and sent it to reviewers for approval.

  • Approved
  • Task status "Approved" shows that the task was performed correctly and reviewed by        responsible resources.

  • Rejected
  • Task Status "Rejected" notifies that the reviewer cannot approve the task now because it was done incorrectly. When the assigned resource corrects the errors, the task status can be set back to "Pending Approval".

  • Need More Information
  • Task Status "Need More Information" shows that the superior, supervisor, reviewer or any other stakeholder needs additional information. Once the required information is provided by the assigned resource, the task status is changed to "Pending Approval".

    Custom Workflow 54

    Task statuses of Custom Workflow 54 on Task List

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

  • Go to: Tools/Custom workflow
  • Custom Workflow 54

  • Click "New Workflow"   button
  • Custom Workflow 54

  • In Name field enter custom field name, for example, "Workflow 54".
  • Custom Workflow 54

  • Click "Ins" button, enter the status name "Draft" in Name field and click "Ok" button.
  • Custom Workflow 54

  • Add other statuses: "Pending Approval", "Approved", "Rejected" and "Need More Information".
  • Custom Workflow 54


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