How To Set Work Flow
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Step 3: Add Action into Process
Posted by i3Teamworks Admin on 6 Jun 2018
After you have successfully Add the Process , you must Add the Action into each Process. There can be multiple Action in a Process.
Action is compulsory, else Work Flow Template is incomplete and Template Name will not appear in Template List in Step 3- Create Work.
Action is consider as a specific Task or Check List which need to be performed by specific person. Each Action require "Completion" by the Person-In-Charge (PIC)
1. From Process List, click on "+" button next to Process Name to Add the Action into it.
2. Below screen will appear
Field Description:
- Title - Action Title
- Description - Write the description about this Action
- To be Verified By - Set specific person to Verify this Action upon completion, OR set to "No Verification Required"
- If you have selected the "To be Verified By" then you need to name another person as a backup under "Backup Verified By"
- CC List - Allow other colleagues to view or keep updated about this Action progress
3. Click button to complete the steps
4. Set Action Properties (optional)
5. Repeat STEP 1 to STEP 3 to add more Actions