Create a Workflow
To create a workflow:
Click the Workflows tab of the planning item
Navigate to Workflow List -> Start Workflow
Select a workflow template and click Continue. A diagram of all the workflow tasks for each workflow template is displayed. The workflow templates are configured by your administrator and made available to the users in your organization
On the Details tab, enter a Name and Description for your workflow
On the Workflow Tasks tab, select the contributors who will execute the tasks
For each contributor, enter the duration in days. The duration is the number of working days, excluding weekends and holidays, that the contributor has to complete the workflow task. When you enter the duration, the due date is automatically calculated
Alternatively, you can change the due date and the duration is calculated accordingly
Click Add to provide instructions to each contributor individually
Click on the "actions" tab and select Edit details to add details
Click Activate to start the workflow on the supplied start date. Click on "save" tab to save a draft of the workflow
A workflow with a status of In Progress is initiated
You can switch between a table view of the workflow task and a calendar view by clicking the appropriate icons. You can access a Gantt view to visualize the start and end dates for each workflow task and the contributors. If a contributor is removed from a task, that contributor is not visible in the calendar view.
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