Manage workflows

You can use workflows to automate the transition between defined activities for components that exist in a project and for participants that are assigned to the workflow. Users with permissions can start a workflow from a project and participants with an assigned task in the workflow can complete their workflow assignment from a project.

Consider the following guidelines for managing a workflow.
  • A workflow can only start from a project.
  • A component must be in the project to be in a workflow.
  • A participant must be assigned to a project to participate in the workflow for that project.
  • A component can only be in one workflow.
  • Only canceled or completed workflows can be removed from a project.
  • All review workflow must be removed before you can delete the associated project.

You must have permission to the Projects Module to work with projects.

  • By default, only users with the following permissions can create project workflows and assignments:
    • Administrator permissions
    • Access to the Project Module with the Create permission
  • Even if you don't have these permissions, you can be granted a special permission to create workflows and project assignments after a project is created.