Workflow tab fields

Workflow tab fields

The following table describes each field that appears on the project template Workflow tab.

Fields for the Workflow tab

Task Code Prefix

A short identifier that the system adds as a prefix to the task IDs of the tasks for projects created from this template.

Tasks and stages

The names of the task stages and tasks for the project. To indicate that this task is dependent on a prior task, add the number of the task it is dependent on in parentheses. For example, a task named "Estimate Costs (2.3)" is dependent on task number 2.3.

When the tab appears in edit mode, click a stage or task to revise or change it.

When the tab appears in view mode:

Click an approval task to display the Setup Approval form in which you configure the approval.

Click a people task to display the Setup taskform in which you specify whether attachments can be added to the task.

Indicates a required task. When a project is created from this template, required tasks cannot be skipped or deleted and their names cannot be changed.

If this task is dependent on other tasks, determines how strictly the system interprets dependencies. When this option is selected, the system restricts project members from updating this task until the tasks it depends on are finished.

The project role or roles associated with the task. The list of options in this column includes only the project roles that are listed on the Project Roles tab of this template.

An optional milestone type. The options in the drop-down list are configured by your system administrators. For example: Meeting, Event, Job Start, and so on.

For information about setting up milestones, see the Marketing Operations Installation Guide.

Indicates whether the task is affected by automated date recalculation. Select this option for tasks with fixed dates that are not affected by date changes made for other tasks.

Default Duration

The amount of calendar time to specify by default for this task when a project is created from this template. Click the clock icon and enter the duration in days, hours, and minutes.

The targeted effort to specify by default for this task when project is created from this template. Click the clock icon and then enter the effort in days, hours, and minutes.

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