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Custom Workflow 58: Create – Pending Approval – Work in Progress – Pending Review - Complete

Custom Workflow 58: Create – Pending Approval – Work in Progress – Pending Review - Complete
   
Home  » Products  » VIP Task Manager Pro  » Tutorials  » Customization Guide  » Custom Workflow 58: Create – Pending Approval – Work in Progress – Pending Review - Complete

Custom Workflow 58: Create – Pending Approval – Work in Progress – Pending Review - Complete

    If you need to track the approval tasks i.e. tasks that need to be approved before they start, you can use the following custom workflow which includes five task statuses: "Create", "Pending Approval", "Work in Progress", "Pending Review" and "Complete". The example of approval task can be as follows: you initiate the task "Update Summary Report". If the responsible resource approves it, you can go along with the task.
  • Create
  • When the task is created in VIP Task Manager Professional, it is set to "Create" status.

  • Pending Approval
  • Task "Pending Approval" is displayed for recently created tasks that require confirmation to be started.

  • Work in Progress
  • Task is marked with the status "Work in Progress" if the assigned resource is executing this task and hasn’t reported the task accomplishment.

  • Pending Review
  • The task assumes the status "Pending Review" if it was finished and is currently waiting for the final review and approval of project manager, supervisors or some of other stakeholders.

  • Complete
  • Task Status "Complete" is shown for successfully terminated and verified tasks.  

    Custom Workflow 58

    Task statuses of Custom Workflow 58 on Task List

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

  • Go to: Tools/Custom workflow
  • Custom Workflow 58

  • Click "New Workflow"   button
  • Custom Workflow 58

  • In Name field enter custom field name, for example, "Workflow 58".
  • Custom Workflow 58

  • Click "Ins" button, enter the status name "Create" in Name field and click "Ok" button.
  • Custom Workflow 58

  • Add other statuses: "Pending Approval", "Work in Progress", "Pending Review" and "Complete".
  • Custom Workflow 58


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