To edit the default workflow
When you create a new project, the system guides you through a wizard based on the template you selected. When you finish with the wizard forms, you might need to customize the default workflow provided by the project template. The ability to customize default workflows is controlled by your user permissions.
When you open the Workflow tab in edit mode, if any of the toolbar icons are disabled or the values in the columns are read-only, it means that you do not have the appropriate security permissions to edit the workflow.
1.
Open the project that has a workflow to set up and open the Workflow tab.
This tab displays the workflow as designed in the template.
2.
Click the Edit icon (Page with pencil image).
3.
Edit the names listed in the first column to change the default task and stage names to specific tasks and stages.
Stages are the headings in bold that group the tasks together.
4.
Add any stages or tasks as necessary.
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To add a stage, click the Add Stage Row icon (Page with highlighted top row and plus sign image).
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To add an approval task, click the Add Approval Row icon (Page with thumbs up and plus sign image).
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To add a user task, click the Add Task Row icon (Page with clipboard and plus sign image).
5.
Enter target or forecast actual dates, depending on how you want to use the schedule.
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You can enter start dates, end dates, and duration for a task. Enter any two, the third value is calculated automatically. For example, if you enter a target start and a target end date, the system calculates the duration.
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You are not prevented from picking any dates that are not in agreement with the per-task options for non-work-time. For example, even if a task is not scheduled to include weekends, you can still pick a Sunday as an end-date for the task.
6.
To specify that a task is a milestone of some sort, for example, a drop date, select the Milestone Type column and select a milestone that appears in the drop-down list.
Your administrator can set the milestones that appear in the list.
7.
Select members or roles to assign the task to in the Members and Reviewers columns.
8.
Enter any notes about the task in the Notes section.
9.
Perform one of the following actions.
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Click Save to save your changes and remain in edit mode. If you are making extensive edits, it is a best practice to click Save occasionally to prevent any loss of work.
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Click Save and Finish to save your changes and return to view mode.
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Click Cancel to undo any changes and return to view mode.
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