Workflow Manager Users Guide

spacer image imageWelcome to WorkflowManager
spacer image imageAbout PortalsXpress
imageGetting Started
spacer image imageProjects, Tasks, and Templates
spacer image imageSettings
spacer image imageSuggestions for Creating a Project Template
imageWorkflow Interface
spacer image imageWorkflowManager Display
spacer image imageCut, Copy, Paste, Copy as Shared
spacer image imageSorting Items
spacer image imageNavigation
spacer image imageTree Control
spacer image imageShortcut Keys
imageUsing WorkflowManager
spacer image imageRecording Time Spent Screen
spacer image imageDifference Between Time Sheet and Time Slip
spacer image imageTime Sheet
spacer image imageTime Slip
spacer image imageRelated Items
spacer image imageRelated Contacts
spacer image imageSaving or Adding Related Items
spacer image imageRelated Forms
spacer image imageOverview of Padlocks
spacer image imageApplying, Editing, and Removing Padlocks
spacer image imageEstablishing Padlock Permissions
imageAction Scheduler
spacer image imageAction Scheduler Screen
spacer image imageAction Selector Screen
spacer image imageDelivery as an Action
spacer image imageStart Project as an Action
spacer image imageOpen File or Application as an Action
spacer image imageSelect Contact as an Action
spacer image imagePrint Digital Item for Contact
spacer image imageClose Task or Project as an Action
spacer image imageTransfer Task as an Action
imageTask Scheduler
spacer image imageOverview of Tasks
spacer image imageInbox Screen
spacer image imageGroup Inbox Screen
spacer image imageClaim a Task
spacer image imageTask List Icons
spacer image imageTask Status
spacer image imageAdd New Task
spacer image imageAdd Dependent Task
spacer image imageAdd Task Reminder
spacer image imageTask Assignment
spacer image imageView Task Status
spacer image imageView Task Details
spacer image imageUpdate Status/Transfer Task Screen
spacer image imageRecord Task Time
spacer image imageClose a Task
spacer image imageForward a Task
spacer image imageReply to a Task
spacer image imageSuspend a Task
spacer image imageModify a Task
spacer image imageOverview of Workflow Projects
spacer image imageProjects Screen in WorkflowManager
spacer image imageStart Project Screen
spacer image imageStarting a Project
spacer image imageStarting a Sub-Project
spacer image imageSchedule Project Start Time
spacer image imageView Project Details
spacer image imageRecord Project Time
spacer image imagePerpetual Project
spacer image imageProject List Icons
spacer image imageSuspend a Project
spacer image imageDelete a Project
spacer image imageCanceling a Project
spacer image imageOverview of Project Templates
spacer image imageProject Template Screen
spacer image imageCreate New Project Template
spacer image imageModify Existing Template
spacer image imageView Template Details
spacer image imageCopy Existing Template
spacer image imageCopy as Shared
spacer image imageImporting or Exporting a Project Template
spacer image imageNew Template Folder
spacer image imagePersonal Assistant
spacer image imageProject Reports
spacer image imageActive Tasks Report
spacer image imageCreated Projects Report
spacer image imageEstimated Hours by Resource Type Report
spacer image imageGeneral Project Information Report
spacer image imageProject Detail Report
spacer image imageGeneral Information Tab
spacer image imageBudget Information
spacer image imageInsert Token
spacer image imageLink Token
spacer image imageProgress/Notes Screen
spacer image imageOffice-Wide Group
spacer image imageTray Icons
spacer image imageResolving a Critical Error
spacer image imageWeb Based Experience
spacer image imageSystem Requirements
spacer image imageInstalling
spacer image imageUninstalling
spacer image imageCreating a Password
spacer image imageChange your Password
spacer image imageSubscribe Now
spacer image imageGet More Storage
spacer image imageEnabling Document Indexing
spacer image imageIntegration with Messenger
spacer image imageIntegration with Contact Manager
spacer image imageIntegration with Document Manager
imageUsing Help
spacer image imageCustomer Service
spacer image imageContext Sensitive Help
spacer image imageUser Guides
imageGlossary of Terms

WorkflowManager Interface - Cut, Copy, Paste, Copy as Shared

With the Cut, Copy, Paste, Copy as Shared features, one or more items in WorkflowManager may be copied to a buffer, a temporary holding area that remains filled with the information you have saved to it, until you either copy new information to it or exit the program. This feature is available for use in WorkflowManager.

You can use the toolbar buttons, the right-click menu selections, or the shortcut keys Ctrl-X, Ctrl-C, and Ctrl-V respectively for the cut, copy, and paste functionality. For simplicity, the following discussion refers to using the toolbar buttons.

To cut or copy an item to the buffer:

  • Click to select the item.
  • Click the Cut or Copy toolbar button respectively.

To select a block of items:
  • Hold down the Shift key and click to select first item.
  • Click the last item in the block or use the Down arrow key to select a block of items.
  • Click on the Cut or Copy toolbar button respectively.

To paste these items to a different location:
  • Click to select the location of your choice.
  • Click the Paste toolbar button.
Use of the Cut button removes the item from the original position and places it in the buffer. Use of the Copy button leaves the item in the original position and places it in the buffer.

The Cut, Copy and Paste features are very useful if you want to move a copy of a document to other folders. For example, you may have a service agreement that that is used as an original for new documents. You could copy and paste the agreement to each folder that you have organized for different work.

Copy as Shared - Copy as shared means that selected files will be partnered and will "share" information. Changes or updates to one file will be reflected automatically in its "shared" location. For example, you could create a budget spreadsheet in Excel to share in a Finance folder. To enhance your efficiency, you place a copy of the budget document in a folder you frequently use (e.g., Remote File CabiNET~Public~Work~James), "Copy As Shared" the document, and paste it into the "Finance" folder. If you make a change to the document from either location, it will change in the "shared" location as well.

To copy an item as shared to the buffer:
  • Click to select that item.
  • Click the Share toolbar button.

You can also copy attachments from your Microsoft Outlook email applicaton, and paste them into PortalsXpress.
To do this:
  • Select and copy the attachment(s) from your Outlook email message.
  • Click to select the location of your choice within PortalsXpress.
  • Click The PortalsXpress's Paste toolbar button.