Custom Workflow 56: Create – Work in Progress – Complete

Custom Workflow 56: Create – Work in Progress – Complete

The following workflow allows to track the statuses of simple tasks, i.e. when Administrator or the owner of the task does not need to verify the results of performed work over the course of task lifecycle. The example of such task can be as follows: the sales manager needs to remind the customer to read the quotation.  

• Create

Task status "Create" shows that the responsible resource initiated the task.

• Work in Progress

Task Status "Work in Progress" is displayed if the assigned resource is executing the task and it hasn’t been finished yet.

• Complete

The task is marked with the status "Complete" if the assigned resource successfully executed the task.



                         Task statuses of Custom Workflow 56 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 56".



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



• Add other statuses: "Work in Progress" and "Complete".