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Configuring a Workflow

About a Workflow

A workflow is a sequence of steps that should be performed to get your work done. Each workflow step has a task connected to it and assigned to a particular person. Steps are interconnected with transitions. Workflows help you automate your processes. Each workflow is associated with a particular project and particular workflow task type, and is se... Read More


Creating Steps

A step is a building block of a workflow. A step shows the current position of a workflow task in a workflow. Generally, some work on a workflow task should be done in a step, for example, ""Review a document"". To create a workflow step: 1. In a workspace select a workflow app and open a workflow. 2. In the Statuses list, select an exist... Read More


Creating Transitions

All intermediate steps in a workflow must be interconnected with transitions. To create a transition: 1. In a workspace select a workflow app and open a workflow. 2. Click the Draw Transition button in the Ribbon. 3. Left-click on the source element and hold the mouse button to create a connection starting point. 4. Drag the mou... Read More


How To Create a Workflow: Quick Start

By default there are only Start and End steps in your workflow. You will need to customize a default scheme, i.e. create steps and transitions, set a default assignee for tasks created in each step, and set transition rules. How to create a workflow: 1. Open a workflow application and click on Workflow. Clicking on Workflow will open a graphic... Read More


Saving or Printing The Workflow Scheme

You can save any Comindware Tracker workflow scheme as an image in the *.png format or print it. This may be useful if you want to explain your workflow process to your team, or show your processes to a solution provider. To save or print the workflow scheme, open a click the Workflow tab in a workflow task, click Save as Image or Print t... Read More


Workflow Elements

A workflow consists of steps and transitions. A step represents a workflow's current status for a workflow task. A workflow task can exist in one step only at any point in time. Each workflow step corresponds to a linked status. Each status can be used in multiple steps or in different workflows. There are three different types of steps: Start &md... Read More


Workflow forking

It's often necessary to start several independent tasks simultaneously in the framework of a workflow. For example, when preparing a tradeshow, you may have to launch at once such processes as the booth design, collaterals printing, presentations preparation, etc. In Comindware Tracker you can handle such situations by forking the main workflow int... Read More