Custom Workflow 2: Needs Action – in Process – Cancelled - Completed
This workflow includes four following statuses:
Task status "Needs action" shows that the task hasn’t been started yet.
Task Status "In Process" shows that the task was started and the assigned resource is being working on the task at the moment.
Task Status "Cancelled" notifies that the task was cancelled and wasn’t succeeded for some reason.
Task Status "Completed" shows the task was successfully done and the assigned resource executed his purpose.
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To create custom workflow using the statuses described above, please follow the steps below:
- Go to: Tools/Custom workflow
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- Click "New Workflow" button
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- In Name field enter custom field name, for example, "Workflow 2".
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- Click "Ins" button, enter the status name "Needs Action" in name field and click "Ok" button.
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- Click "Ins" button, enter the status name "In Process" in name field and click "Ok" button.
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- Click "Ins" button, enter the status name "Cancelled" in name field and click "Ok" button.
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- Click "Ins" button, enter the status name "Completed" in name field and click "Ok" button.
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- Task statuses of Custom Workflow 2 on Task List
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