To add a row to the workflow spreadsheet

Before you can add a row to the workflow spreadsheet, you open the workflow in edit mode. For more information, see About the edit mode toolbar.

Decide what dependency option you want the new task or stage to use: Click In Series (

) and select No Dependencies, In Series, or In Parallel.

Your selection remains in effect until you change it again.

In the workflow spreadsheet, click the stage or task name that you want the new row to follow.

Add the stage, approval, or task: Click Add Row (

) and then select Task, Approval, or Stage.

Marketing Operations adds the new row to the spreadsheet. Stages display with a shaded background; tasks and approvals have different identifying icons.

Optionally, change the dependency that is assigned by the system to the row. The numbers of the tasks that a task or stage is dependent on display in parentheses after the name. If a date for one task changes, the system changes the dates for all the dependent tasks.

For example, suppose that you add a task and its name is 2.5 Deliver draft to vendor (2.4). To make this task dependent on task 1.3 instead of task 2.4, change the task name to 2.5 Deliver draft to vendor (1.3). To make this task dependent on both task 1.3 and task 2.4, separate the task numbers with commas: change the task name to 2.5 Deliver draft to vendor (1.3, 2.4).

For more information, see Managing task dependencies.

When you finish editing the workflow, save your changes.

The stage or task is added to the workflow after the insertion point.