Workflow links

The Workflow tab displays the following links.

Link	Description
Breadcrumbs	Click any active link in the breadcrumbs trail to go to that page. Breadcrumbs (a list of pages you visited prior to arriving at the current page) are located above the project name.
Edit	Click the icon to add, remove, or make changes to workflow stages and tasks.
View as spreadsheet	Click the icon to view the workflow as a spreadsheet. This view provides access to granular information about a task, presented in table format. For example, you can easily look up a task's status, duration, forecasted end date, and team members using the column headers. This is the default view.
View as timeline	Click the icon to view the workflow as a timeline. This view provides a graphic view of information such as task duration and status. From the Project Timeline drop-down menu, select various options such as Dates/Progress to show this information on the timeline.
View as process flowchart	Click the icon to view the workflow as a process flowchart. This view shows the workflow tasks as a network diagram.
Layout	Click the icon to open a dialog for adding and removing columns from the spreadsheet view.
Save as template	Click to save the workflow definition directly into the template library (if you have the permission to do so). A dialog is presented to allow you to name the template. For more details, see the Unica Marketing Operations Administrator’s Guide.
Tasks and stages	In the spreadsheet view, tasks are links that behave as follows: Clicking an approval tasks pops up the summary page for the approval in a new window. Clicking a workflow task pops up the Post Task Update dialog in a new window.