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TrackStudio Enterprise 3.1
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Creating a Workflow
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This topic describes how to create a workflow.
Description
To create a workflow:
Click the
Task Management - > Workflows
tab.
Enter the name for a new workflow into the input field.
Click the
Save
button.
Create states in which a task can be:
Click the
Workflows -> States
tab.
Create required task states and mark the start state.
Create message types for task transition from one state into another.
Click the
Workflows -> Message Types
tab.
Create required message types and set resolution list for each message type (if required).
Specify transitions between task states for each message type:
Click the
Workflows -> Transitions
tab.
For each message type, specify transitions between task states.
Specify permissions for each message type:
Click the
Workflows -> Permissions
tab.
For each message type, specify users with which statuses:
can create messages.
can view added messages (including messages added by other users).
can be made handler when a message is added.
See Also
Workflow Concepts
Security Concepts
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See Also
Topic path:
User's Guide
>
Step-by-Step Guides
>
Managing Categories and Workflows
>
Creating a Workflow
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