TrackStudio 3.0 Documentation
Workflow

This section describes how to use workflows (Task Management->Workflow tab).

Workflow management allows the user to use new types of primary items (such as build, task, bug), indicate different states and transition rules, and e-mail notification rules for them. You need to do the following steps to utilize workflow: 

 

  • Create empty (blank) workflow.
  • Add sets of priorities.
  • Add sets of states; define start and final states.
  • Add sets of message types to your workflow. A message type is a group of several transitions with same name and security settings. For example, message type close can include transitions from new state to closed state and from resolved state to closed state. Message type name should be a verb. Each message type should have appropriate set of resolutions. For example, message type resolve can have the following resolution set -- fixed, not fixable, duplicate problem, not a bug.
  • Define transitions (transition rules between states), set up email notification and security rules for message types. A single message type can have several corresponding transitions; for example, message type note can have transitions from new to new, from processed to processed, from resolved to resolved.
  • Create a task category and associate your workflow with this category.
  • Create a new task and indicate the category you created as the task category.
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