Workflow links
The Workflow tab displays the following links.
Links on the Workflow tab
Link
Description
Breadcrumbs
Click any active link in the breadcrumb trail to go to that page.
Breadcrumbs (links to the pages you visited before arriving at the current page) are located above the project name.
Edit
Click the Page with pencil image icon to add, remove, or change workflow stages and tasks.
View as spreadsheet
Click the Data grid image icon to view the workflow as a spreadsheet.
This view provides access to granular information about a task, presented in table format. For example, you can easily look up the status, duration, forecasted end date, and team members for a task using the column headers. The View as spreadsheet view is the default view.
View as timeline
Click the Bars with all brown or brown and blue shading image icon to view the workflow as a timeline.
This view provides a graphic view of information such as task duration and status. From the Project Timeline dropdown list, select various options such as Dates/Progress to show this information about the timeline.
View as process flowchart
Click the Boxes connected by lines image icon to view the workflow as a process flowchart.
This view shows the workflow tasks as a network diagram.
Layout
Click the Ruler, protractor, pencil image icon to open a dialog for adding and removing columns from the spreadsheet view.
Save as template
Click to save the workflow definition directly into the template library (if you have the permission to do so).
A dialog opens for you to name the template. For more details, see the Marketing Operations Administrator’s Guide.
Tasks and stages
In the spreadsheet view, tasks are links that behave as follows:
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Clicking an approval task pops up the summary page for the approval in a new window.
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Clicking a workflow task pops up the Post Task Update dialog in a new window.
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