To add a row below a locked approval task

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

When the approval process is in progress for an approval task, the approval task is locked: when a project manager clicks a locked approval task in spreadsheet edit mode an error results. To add a task directly below a locked approval task, perform the following steps.

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.

Select any row that is not locked. For example, select the row immediately below the locked approval task.

Add a stage, approval, or task: click Add Row (

) and then select Task, Approval, or Stage.

Change the number assigned by the system to the new task or stage so that it follows the locked task.

For example, suppose that the locked task is 2.5 Review copy - informal (2.3). Click the name of the new task and change its number to 2.6. When you click in another spreadsheet cell, the system moves the new task so that it is after task 2.5.