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