Overview

There are several approaches that can be taken to managing project activities including agile, interactive, incremental, and phased approaches. Such phases can differ from organisation to organisation and from project to project. This area can be used to define customised workflows so that different project types can accommodate its own type of project management workflow.

Custom workflows created here work similarly to templates. Each workflow consists of a series of phases and each phase in turn, consists of a group of objects which are the activities involved in managing a project.

  1. Create a new workflow
  2. Create phases and objects for your workflow
  3. Configure the workflow objects as per requirements
  4. Designate and configure Sign Off Points
  5. Designate and configure Email Alert Points

 

 

 

 

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Last revised: November 26, 2017