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Project Settings: Workflow Management

Anyone with the Enterprise edition of ConceptShare may have setup Workflows to automate their processes.  But how do you track the progress of the automation within a Project?  This is the role of Workflow Management.


Viewing Workflow Management

To navigate to Workflow Management, go to Project Settings. Open the Project and click on the Settings tab at the top of the screen.


Project-Settings.PNG


Click on the Workflow Management icon to open the screen displaying any workflows in progress for the Project (and its Deliverables).



The Workflow Management screen will list all Workflows with current Status and Stage and any Errors incurred. 

Each column header can be clicked on to sort the information, to help you find the items you are looking for.

Click the chevron on the right of any Workflow line to bring up the Actions Menu.

You can also select a Workflow along the left and use the Start, Pause, and Reload buttons at the top.

 

Actions available:

Pause: This will halt the progression of the workflow.

See the History: This will detail the actions that have taken place as part of this workflow with the relevant dates and times.

Pause also unlocks the following options:

  • Resume: Restart the Workflow where it was paused.
  • Restart at Stage: Restart the Workflow, but with the option to decide where it will restart.  This allows for exception management, or to restart a stage if someone made an error.  The workflow will then repeat all actions in this stage.
  • Restart at Beginning: This allows the Workflow to begin again from the beginning.  This can be valuable if the Project timelines have changed, or if Resources change within Teams.

* Note: Restarting does not overwrite or remove existing actions.  For example: If your stage has an action to create a To-Do and you then pause and restart at the beginning of that stage you will end up with a second To-Do.

 


Congratulations!

You now know where to view and control the progress of your Project Workflow! 

If you are looking to do the same, but on an Account level, see the article below, Account Workflow.


Further Reading:

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