Start a workflow

If you have permissions to work with a project, you can automate the activities that need to be completed, such as reviewing components, sending them for translation, and publishing content. When you create a workflow you can also assign participants to those activities. You can create a workflow from a project or a project assignment.

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.

When starting a workflow, if you try to assign work to a participant who doesn't have access to the component, you will see an error.

  • The error tells you the name of the restricted component.
  • The Workflow is still started. You can change the participant or the component to resolve the conflict.
  • For details on how to set permissions, refer to: Set permissions.