Project template Workflow tab links
When the Workflow tab of a project is in view mode, it displays links, icons, and buttons, including the following.
Controls on the Workflow tab for projects
Link
Description
Breadcrumbs
Breadcrumbs are a list of links you clicked to arrive at the current page. They are located above the project name. Click any active link in the breadcrumb trail to go to that page.
Edit
Click this icon (Page with pencil image to change to edit mode and configure the workflow.
View as a Spreadsheet
Click the Grid of columns and rows image icon to view the workflow as a spreadsheet.
This view provides access to granular information about a task, presented in table format. The spreadsheet view is the default view.
View as a Process Flowchart
Click the Sequence of boxes linked with lines image icon to view the workflow as a process flowchart.
This view shows the workflow tasks as a network diagram.
Save as Template
Click to save the workflow as a template.
Import template
Click to select an existing workflow template for the project.
Task names
In spreadsheet view, each task name is a link.
*
Click an approval task to open the Start Approval dialog.
*
Click a workflow task to open the Post Task Update dialog.
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