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Automatically Update Workflow status

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(@masad)
Posts: 5
Active Member
Topic starter
 
[#4418]

Hi All,

I am new to Projeqtor; Have been assigned to verify and setup Projeqtor as per team requirements.

Requirement is that workflow should automatically move to next stage i.e.: From Recorded to In Progress if a specific activity is completed or a milestone is achieved.

Kindly adviseas how this could be achieved.


 
Posted : 15 Jun 2017 15H04
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

You can define your own workflows, but you'll have to manually change stauts (most of the case)
You can use few automations linked to real work allocation.
=> activity is moved to "in progress" when first real work in entered
=> activity is moved to "done" when no more left work exists
You'll find corresponding parameters in global parameters screen, in section "real work allocation"


 
Posted : 19 Jun 2017 22H47
(@masad)
Posts: 5
Active Member
Topic starter
 

How can i move automatically in progress and done in global parameter screen i can not find any option


 
Posted : 20 Jun 2017 8H36
babynus
(@babynus)
Posts: 14966
Main Contributor Admin
 

On section real work allocation, parameters
Set to first 'handled' status
Set to first 'done' status
(see screenshot)


 
Posted : 22 Jun 2017 20H01
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