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Knowledge Base

Workflow Manager

Workflow Manager

Tool Documentation

Workflow Manager - Full Guide

Workflow Manager - Overview

Creating A New Template

1.1. Creating A New Template And Adding Template Details

1.2 Adding Pre-Set Fields

1.3 Adding Template Steps

1.4 Adding Template Milestones

1.5 Duplicating & Reordering Steps

1.6 Adding Custom Fields

1.7 Adding Step Prerequisites

1.8 Adding Step Completers/Approvers

1.9 Setting Up Email Notifications

1.10 Step Form Building

1.11 Adding Condition Based Sections Or Fields (Compatible With The App Only)

1.12 Reordering Sections And Or Fields

1.13 Duplicating Sections And Or Fields

1.14 Editing Section/Field Detail

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Approving A Template

2.1 Approving A Template

2.2 Editing An Approved Template

2.3 Using Template Filters

2.4 Duplicating A Template

2.5 Viewing/Reverting To A Previous Version Of A Template

2.5 Setting A Template To Not In Use

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Generating A New Project Workflow

3.1 Generating A New Project

3.2 Workflow Start Date/Launch Date Addition

3.3 Editing A Project Workflow

3.4 Approving / Rejecting A Step

3.5 Creating A New Version Of A Step

3.6 Exporting A Form To PDF Or Excel

3.7 Adding Workflow Notes

3.8 Pausing A Workflow

3.9 Duplicating A Workflow

3.10 Gantt Charts

3.11 Post Launch Review

3.12 Reverting Version Of The Workflow

3.13 Viewing Files Added To A Workflow

3.4 Amending Step Completers/Approvers Or Dates In A Workflow

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Actioning A Notification Email

4 Actioning A Notification Email

4.1 Home Page Task Lists

4.2 Creating a New Template Version – Updating a Workflow Already in Progress.

4.3 Product Check Manager And Workflow Manager

4.4 Workflow Manager And The Mobile App

4.5 My Assigned Steps

4.6 Overdue Steps

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Appendix

5 Appendix