If you prefer, the This page shows you how to add workflow rules to project phases such as Translate, Review, Custom, and Completion phases can be left at their default settings.
Adding Workflow Rules
Optionally, you and Completion.
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You can also opt to have the default settings of the phases. |
Add workflow rules to a phase
You can make each phase more robust by adding custom Rules. (
For example, a rule can be created to notify project managers when a project is complete)completed.
To add a rule to a workflow phase,
Open a workflow. (Select Templates in the side bar, click Workflow Templates and select the desired workflow).Click on the phase you would like to configure.
To add a rule, scroll down to the Rules section and click the + Add Rule icon.
Using the dropdown menus, create as many rules as you wish.
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You can set multiple conditions for a single rule by using the + sign. |
Save your work.
When you are happy with your changes, save your workflow.
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follow these steps:
In the left pane, click Templates, and then click Workflow Templates to open a workflow.
On the Workflows page, select the applicable workflow that you want to set up.
When the applicable Workflow window opens, set up the rules and parameters that you want to add to the project phase.
Click Save in the lower pane to save the changes that you made to the workflow.