Work with Workflows

Workflows can help track the progress of projects and their corresponding items.

Workflows can control the direction of information around a project team or limit the visibility of registered of items during or post workflow completion. Workflows also offer the opportunity to check an item's validity prior to its publication to a wider audience. Classic examples of where workflows have been used include the design review process, stage gate review process, simple QA checking, and status reviews.

Workflows are usually created and controlled by a designated user. The workflow designer allows you to create a flow of pre-defined steps which are linked with connectors to map the process required. Activity statuses on the connectors control the outcome options available to the user and can result in an item being registered on the enterprise.

You can view the workflows for your enterprise and projects by going to Administration > Workflows. Each item in a workflow has an icon in the workflow column that represents its current activity status. Move the cursor over the icon to see the name of the activity status. The tutorial below provides a brief glimpse into workflows.