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 - Starting a Project


Normally, this is how you start a project:

  • Access the Projects screen (tab).
  • From the Departments tree control list in the left pane of the screen, select the specific department for the project.
  • Click the "Start Project" button. The Start Project screen is displayed.
  • Click the template you want to use in the upper pane. Its description will appear in the lower pane.
  • Click the "OK" button.


A project can be started in the following ways:

  • manually from scratch
  • manually from a project template
  • automatically from a project template as an action of another project
  • automatically from a project template as an action of a task of another project

To manually start a project follow these basic steps:
  • Access the Projects screen (tab).
  • From the Departments tree control list in the left pane of the screen, select the specific department for the project.
  • Click the "Start Project" button. The Start Project screen is displayed.
  • Make sure the combo box in the upper-right corner of the Start Project screen is set to "Advanced".
  • The left pane of the screen defaults to your previous choice of department and the first template for that department. Verify your selection before starting a project. Existing project templates that are available for use in the specific department are displayed in the Project Template tree control list.
  • If starting a project from a project template, select the desired project template from the second pull-down menu. The template details are displayed in the right pane of the screen. If necessary, make modifications to the template at this time (prior to clicking the OK button).
  • If starting a project from scratch (not using a template), enter the project details on the right pane of the screen.
  • Click the OK button to start the project.
  • The Projects screen is displayed and includes the new project. All tasks that are associated with the project are included on either the Inbox or Group Inbox, as determined by task assignment.

To have a project automatically started by an "action" of another project or task of another project do the following:
  • While in the Action Scheduler of the current project, click on the "New" button.
  • The Action Selector screen is displayed.
  • Click on the "Start Project" tab.
  • Schedule when the "Start Project" action is to be performed
  • If desired, click to make the new project a sub-project of the current project. The current project and the new sub-project will have a parent-child relationship.
  • Select the specific department or group from the first pull down menu in the left pane, then select the desired project template from the pull-down menu directly underneath the first pull-down menu.
  • Make the appropriate primary contact selection.
  • Click the OK button to return to the Action Selector.