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mdieye1-Visitor
1-Visitor
December 3, 2015
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routing process

  • December 3, 2015
  • 1 reply
  • 1816 views

Hi, does anyone know how to create and use automating tasks (routing process) in ProjectLink 10.2 ? Thank you in advance.

Best answer by MikeLockwood

From a Document or other object in the Project, select from Actions Route.  The available Routing choices are the currently-enabled "Routing" Lifecycle templates, each with an assigned workflow template. note: OTB, the Routing workflow templates all provide a very convenient "Tracking" Task to the person who initiates the Route.  The Approval workflow allows that user to bypass all Approvers; something to take a close look at if you want Approved state in Projects to be meaningful.

1 reply

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MikeLockwood22-Sapphire IAnswer
22-Sapphire I
December 3, 2015

From a Document or other object in the Project, select from Actions Route.  The available Routing choices are the currently-enabled "Routing" Lifecycle templates, each with an assigned workflow template. note: OTB, the Routing workflow templates all provide a very convenient "Tracking" Task to the person who initiates the Route.  The Approval workflow allows that user to bypass all Approvers; something to take a close look at if you want Approved state in Projects to be meaningful.

    M
    mdieye1-VisitorAuthor
    1-Visitor
    December 4, 2015

    Many thanks Mike that unlocks me

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