Workflow is a page in the Company Settings.
To access Workflow, you must have the ‘Manage system settings’ permission enabled in her role. How to enable permissions, see Roles and Permissions.
Portfolio statuses are set on the Portfolios screen (Statuses tab). See Portfolios.
The workflow feature allows you to manage the all three types of statuses (treat-as-completed, treat-as-hold, and treat-as-completed) for your projects and activities (setting task, issue and request statuses separately). The 'workflow' means that the statuses mark various stages of your work process (workflow), such as the setting the process off, having it in progress, putting it on hold, and completing it. There may be other stages in between depending on the actual workflow in your organization.
Typical Easy Projects workflow is as follows:
- Create a list of statuses of their respective types you are going to use and assign them to various stages used in your company's workflow.
- Set default statuses assigned to newly created items (project, task, issue, or request).
- Set default statuses for completed items (project, task, issue, or request).
- As new work processes emerge, add new statuses to the list.
- Assign your projects, tasks, etc. appropriate status to mark their state and position within your company's workflow.