Workflow views
To monitor and update workflow in an ongoing project, project participants typically use the three view modes to work with the spreadsheet tab. Project managers also use the edit mode to set up the workflow for new projects. In edit mode, project managers can add stages, tasks, and approval tasks to projects that are in progress.
On the Workflow tab of a project, you can choose different ways to view scheduled tasks and to change the tasks or the workflow.
- Spreadsheet view mode presents granular task-related information
in tabular format. Team members can enter status, the percentage of
work that is completed, and scheduling data for individual tasks in
this view mode. The Workflow tab displays the spreadsheet view by
default, or click Spreadsheet View (
). - Timeline view mode emphasizes data that is related to scheduling
and presents pending, on schedule, late, and overdue tasks with color-coded
indicators. Click Timeline View (
).
For more information, see Timeline view mode. - Process flowchart view mode emphasizes task dependencies
and presents a visual plot of task sequence. Click Process
Flowchart View (
). For more information, see Process flowchart view. - Edit mode gives you access to the workflow spreadsheet so that
you can changes it. Project managers add, delete, and organize tasks
in the workflow, and all participants supply information for the tasks.
Click Edit (
). For more information,
see Editing workflow spreadsheets.