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 - Start Project Screen

Normal View
The Start Project Screen's Normal View is divided into two panes and allows you to start a project by using a predefined template.

The upper pane includes all existing project templates for the departments that comprise your workforce. Clicking on a template shows its description in the lower pane. To start a project from a template, click on the template then click the OK button. You can also start a project by double-clicking on a template.

To switch between the Normal View and Advanced View, use the combo box in the upper-right corner of the Start Project Screen.

Advanced View
The Start Project Screen's Advanced View is divided into two panes and allows you to start a project by using a predefined template or from scratch.

The left pane includes all existing project templates for the departments that comprise your workforce. To select a template, first choose a department by selecting from the first pull-down menu in the left pane. Then choose the template from the second pull-down menu. Once you select the template, you will see each task and action in the left pane. Select a template on this list to display its details in the right pane of the screen.

The project or template detail area, the right pane, includes the individual screens (tabs) for project or template detail data input. By default, the Start Project screen opens to the General tab.

The details that comprise a project or template consist of the following:

  • General tab - the General tab of the Start Project screen collects the project name and description, the due date and time, and the perpetual project election. (required)
  • General tab - the Project Tasks area of the General tab of the Start Project screen collects the details for any tasks associated with the project. (required)
  • Documents/Related Items tab - the Documents/Related Items tab collects the designated related contacts and related files for the project and allows you to establish padlock security permissions.
  • Action Scheduler tab - the Action Scheduler tab collects details for any actions associated with the project.
  • Budget Information tab - the Budget Information tab collects project expense item input.
  • Progress Notes tab - the Progress Notes collects notes and comments about the project.

If starting a project from scratch you will need to enter the project information in the tabs discussed above. If starting a project from a project template you can view the pre-defined template information in the tabs. Template information can be modified in these tabs before clicking the OK button to start the project.

Starting a project using a pre-defined project template means that you choose to use a template that already contains the details, tasks, actions, and other associated work for the project. The work is already done for you. Pre-defined templates can be modified.

Starting a project from scratch means that while in the Start Project screen you choose to enter all of the details, tasks, actions, and other associated work for the project. You design the workflow process from start to finish--from scratch.

Click OK to start a project
The Start Project Screen can be considered a work area for the interim step between a project template and an active project. Any new or modified template information that you enter in the project template detail area (right pane) of the screen does not become part of an actual project until you click the OK button.

Start Project toolbar icon in ContactManager
The ContactManager skillset includes a toolbar icon for starting a project and takes you to the Start Project screen in WorkflowManager.

To access the Start Projects screen do the following:
  • From the Projects screen, select the specific department or office-wide group in the Departments tree control list (left pane)
  • Click the "Start Project" button.