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Custom Workflow 55: Approved – Rejected – Realized – Processed – Re-submitted Remark

Custom Workflow 55: Approved – Rejected – Realized – Processed – Re-submitted Remark
   
Home  » Products  » VIP Task Manager Pro  » Tutorials  » Customization Guide  » Custom Workflow 55: Approved – Rejected – Realized – Processed – Re-submitted Remark

Custom Workflow 55: Approved – Rejected – Realized – Processed – Re-submitted - Remark

    You can use the following workflow if the resources need to assign tasks to themselves or each other and the superiors need to check some phases of task accomplishment.

  • Approved
  • The resource creates a task, assigns it to himself or other resources, sets Start and Finish dates, due dates, etc. The superior or project manager checks the information on the task and if everything is correct, he sets the task to "Approved" status. The resource will get task notification about updated status and will be able to proceed further.

  • Rejected
  • Task Status "Rejected" means that the superior or project manager didn’t approve the task. the assigned resource will need to reconsider the information provided, update it and change task status to "Re-Submit".

  • Realized
  • Task Status "Realized" means that the responsible resource(s) performed the assigned task and it is waiting for the final approval of the responsible resources.

  • Processed
  • Task Status "Processed" shows that the project manager, supervisors or any other responsible stakeholders checked all work on the task and approved it.

  • Re-Submitted
  • If the task was set to "Rejected" status and the assigned resource have reconsidered the information provided and updated it, he can change the task to "Re-Submitted" status.

  • Remark
  • If one of assigned resources needs additional information on this task, he can change the task status to "Remark".  

    You can use Notes instead of "Remark" status and display them on task list under the tasks names.

    The instructions how to add notes are at:

    http://www.taskmanagementsoft.com/products/taskmanagerpro/help/um-how-to-add-notes-to-the-task.php

    Task statuses of Custom Workflow 55 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 55".
  • Click "Ins" button, enter the status name "Approved" in name field and click "Ok" button.
  • Add other statuses: "Rejected", "Realized", "Processed", "Re-Submitted" and "Remark".

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