Projects - Resolving a Critical Error

In WorkflowManager, if a project or task fails the task and project are displayed with an icon specific for an error.

If a project or task fails in a project started with a personal assistant, an email will be sent to the person who started the project in the personal assistant.

To resolve a project or task critical error proceed to the Project Details screen, select the project from the display in the right pane and click to view the project's details. Follow the same procedure to view a task's details. Access the progress notes of the project or task to identify the reason for the critical error. Correct the problem then change the offending task's status to "reactivated" in the Task Details screen. Click OK to apply the status change.

Example One
Let's assume that a project's task has an action to send a delivery message to a Related Contact but that Related Contact inadvertently was not assigned. The task action will fail with the following message "Cannot find Contact within associated project. Unable to resolve ' contact reference ' as a recipient. To fix this problem, correct the error and then re-activate the task by right-clicking on it in your task list".

To remedy this error, access the Related Items tab for the project, select the Contacts Folder, and assign the specific Related Contact. Refer to Select Contact as Action topic for details. Reactivate the task to continue with the project.

Example Two
Let's assume that a project's task has a double-click action to launch an HTML form but that form has been inadvertently removed from the Forms folder in the Related Items tab. The task action will fail with the following message, "Unable to add an attachment to delivery. The attachment 'form name.htmlt' may be missing from this project's digital file. To fix this problem, correct the error and then re-activate the task by right-clicking on it in your task list".

To remedy this error, access the Related Items tab for the project, select the Forms folder and add the specific HTML form by using the drag and drop method. Reactivate the task to continue with the project.