Click Edit... to configure the workflow.
Then, use the toolbar to add and delete stages and tasks. You can
also move stages and tasks, manage dependencies, and access other
options. After you configure the workflow, you can save it as a workflow
template. You can reuse a workflow template in another project template
as-is or import and edit it.
About this task
If you are using Marketing
Operations version 10.0.0.2 and the integration with Workflow Services is configured, you can use
the Advanced Workflow capabilities for workflows.
Procedure
- Open the workflow tab. Click Edit....
-
Select Enable for Advanced Workflow execution to enable Advanced
Workflow capabilities.
- Click Add Stage Row (). Stages
organize workflow tasks and approvals. Add tasks and approvals under
stages.
- Select dependency options for the rows you are adding.
By default, tasks are added in series: each task depends
on the task that precedes it. To use a different dependency option,
click and make a
selection before you add the next task to the workflow.
- No Dependencies
- In Series
- In Parallel
Each task that you add uses the same dependency option until
you change the selection.
You can also change the dependencies for a task manually: click the task name and supply a
comma-separated list of task numbers in parentheses.
- Add task and approval rows.
- Click Add Task Row () to add
the workflow and people tasks you need.
- Click Add Approval Row () to add
the approval tasks you need.
You can copy and paste rows. You can also fill, or copy, information
from one row to the rows above and below to improve efficiency. Click for these options.
Note: To configure
the task or approval, save and return to view mode. Then, click the
name of the task or approval in view mode to edit it. You can decide
whether users can add attachments to tasks and approvals. You can
also add notes to the task or approval.
-
If Advanced Workflow capabilities are enabled, configure the rework loop for the approval tasks
by adding the first task that is to be reworked in square brackets.
For example, an approval task 2.5 depends on task 2.4. If the approval is denied, tasks 2.4
and 2.3 must be redone. So the approval task name is set as 2.5 Cost Approval (2.4)
[2.3]
.
- Organize your stages, tasks, and approvals. Click to
move up rows. Click to move rows down.
Note: When
you move a row, Marketing Operations does
not change its task dependencies.
- Configure rows in the workflow spreadsheet.
You
can configure the rows in the following ways:
- Click Save as you work. Click Save
and Finish when you are done.