When you create a projectCorporate Campaign, Advanced List, or On-demand
Campaign, a wizard that is based on the template you selected
collects information. After you complete the wizard pages, you can
customize the default workflow that is provided by the project template.
Before you begin
Before you can edit a workflow, the Advanced
List, On-demand Campaign, or Corporate Campaign must not be in the In
Progress state. If it is, you must pause it.
About this task
In addition to project templates, which can include workflow
tasks and values, your installation can maintain a set of workflow templates. Workflow templates are
template components that are independent from project templates. While a project is in the Not
Started status, you can assess whether the workflow supplied by the project template is adequate or
if a different workflow template provides a better starting point. For more information about
workflow templates, see the Marketing Operations Administrator's Guide.
The ability to customize template-supplied workflows is controlled by your user permissions. If
toolbar icons are unavailable or if values are read-only, you do not have the appropriate
permissions to edit the workflow.
Procedure
- Open the new projectAdvanced List, Corporate Campaign, or On-demand
Campaign and click the Workflow tab.
The workflow displays as supplied by the template.
- Click Edit ().
The spreadsheet displays in edit mode. For information
about the options in this mode, see
Edit mode toolbar.
-
To replace all spreadsheet rows and values with data from a previously defined workflow
template (if the project is in Not Started status), click .
A warning that this procedure deletes the current workflow displays. Click
OK, then select a workflow template and click
Import.
- To change default task and stage names to reflect your
specific tasks and stages, click in the cells in first column to make
your edits. You can also change task dependencies.
-
To add rows to the spreadsheet, click Add Row () and then select Task, Form
Task, Approval, or Stage.
-
To add a stage, click the Add Stage Row icon ().
-
To add a user task, click the Add Task Row icon ().
-
Enter target or forecast/actual dates for the tasks, depending on how you want to use the schedule.
- You can enter a start date, end date, and duration for a task. If you enter any two of these
values, the system calculates the third value automatically. For example, if you enter a target
start and a target end date, the system calculates the duration.
- While the Schedule Through column indicates work days for a task, you can enter any date as a
start or end date. For example, for a task that is not scheduled to include weekends you can still
pick a Sunday as the end date.
- To specify that a task is a milestone, such as a drop date,
click the Milestone Type column and select
a milestone from the list.
Your administrator sets
the milestones options in this list.
- Select members or roles to assign the task to in the Members and Member
Roles columns or in the Reviewers and Reviewer
Roles columns.
- Make other selections and entries in the spreadsheet to
reflect the workflow for your projectAdvanced List, Corporate Campaign, or On-demand
Campaign.
- Enter any instructions or notes about a task in the Notes column.
- Click Save to save your changes.
- Click Save and Finish to save your changes and return to spreadsheet view
mode.
- Click Save and Resume to change the status to In
Progress and return to spreadsheet view mode.
- Click Cancel to undo any changes and return to view mode.