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

Projects - General Information Tab

The general information screen collects the basic information of a project, a project template, or a task.

  • Enter the following in the general information screen:
  • The task, project, or project template name used for display on the task and project lists.
  • The task, project, or project template description used for display when viewing details of a task or project.
  • The assignment of the task to either an individual or group for resource allocation. (tasks only)
  • The estimated hours required for completion of the task. This information is an integral part of project management and resource balancing. (tasks only)
  • The status field is read-only and is determined by your assignment of the task in the Assignment tab and by work progress on the task. (tasks only)
  • The priority level of the task designates the precedence in rank for the completion of that task. In descending order the following priorities are available: top, high, normal, low, bottom. (tasks only)
  • The creation date is a read-only field and defaults to the current date of your computer system. (tasks only)
  • The due date of the task is an integral part of project management and performance measurements. (tasks only)
  • The percentage complete field is read only and automatically updates based upon the completion of the respective tasks. (project and templates only)
  • The perpetual project election field designates the project as a perpetual project that will initiate actions on a repeating schedule. (project and templates only).

The general information screen for a project or template includes a "Project Tasks" area and provides for the following task related functionality :
  • Cut, copy, paste, and copy as shared.
  • Add new task.
  • Add new dependent task and add dependencies.
  • Update task status.
  • View task details.
  • Change the priority of one or more tasks (via the right-click menu).
  • Renumber tasks (via the right-click menu).

The "Project Tasks" area includes task status toolbar icons that can be toggled on or off to act as filters for the task list display. For example, if you click to depress only the "closed" icon, then only those tasks with a status of "closed" are included on the list.

The following tasks status filters are available:
  • Show Assigned
  • Show Available
  • Show Closed
  • Show Suspended
  • Show Waiting on Dependency
  • Show Waiting on Form Submission

Right-clicking on the "Project Tasks" list pops up a menu that provides an alternative method for accessing task related functionality, as well as additional features.
  • The "Change Priority to..." menu item allows you to change the priority level of multiple, selected tasks.
  • The "Renumber Tasks" menu item allows you to renumber the names of selected tasks within the project. This feature determines if a selected task name falls within an ordered format (begins with a number followed by a ")"), and renumbers the selected tasks in numberic order.

To access the general information tab do the following:
  • From the Inbox screen, select the specific task then click on the "Details" button.
  • From the Projects screen, select the department or office-wide group where the project resides in the Departments tree control list (the left pane), select the desired project in the Projects display (the right pane), then click on the "Details" toolbar icon.
  • From the Project Template screen, select the department or office-wide group where the template resides in the Project Template tree control list (the left pane), select the desired project template Templates display (the right pane), then click n the "Details" toolbar icon.