About monitoring and updating project workflows
When you display the Workflow tab for a project, you can choose different ways to view scheduled tasks and make changes to the tasks or the workflow.
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Spreadsheet view mode presents granular task-related information in tabular format. Team members can enter status, percentage completed, and scheduling data for individual tasks in this view mode. The Workflow tab displays the spreadsheet view by default, or click Spreadsheet View (Grid with shaded header and first column). For more information, see To work in spreadsheet view mode.
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Timeline (or Gantt chart) view mode emphasizes data related to scheduling and presents pending, on schedule, late, and overdue tasks with color-coded indicators. Click Timeline View (Stepped and shaded bars). For more information, see About timeline view mode.
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Process flowchart view mode emphasizes task dependencies and presents a visual plot of task sequence. Click Process Flowchart View (Inter-connected boxes). For more information, see Process flowchart view.
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Edit mode gives you access to the workflow spreadsheet so that you can make changes to it. Project managers add, delete, and organize tasks in the workflow, and all participants supply information for the tasks. Click Edit (Page with pencil). For more information, see To edit a workflow spreadsheet.
To monitor and update workflow in an ongoing project, project participants typically use the three view modes to work with the spreadsheet tab.
In addition to monitoring ongoing projects, project managers use the edit mode to set up the workflow for new projects, and to add stages, tasks, and approval tasks to projects that are in progress.
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