Workflow Management

A workflow is a set of states and transitions that define the paths that can be taken to complete an issue. Dynamsoft Issue Tracking Anywhere allows you to customize the workflow to match your organization's procedure for tracking various issues. A state represents a stage in a workflow for an issue. A transition is a path from one state to another. Each issue will move through the workflow states, being processed by various users who input information into the issue throughout the process.

This page allows you to manage the workflow in the issue type.

Access Rights

You must have Manage Project (Project Templates Management) permission.

To Manage Workflow

1. Click Projects (Project Templates) Management in System Admin page, and the Project (Project Template) List page appears.

2. Select the project (project template) that you wish to manage, click in Manage column of Project (Project Template) List page, and the Project (Project Template) Management page appears.

3. Click Issue Types Management in Project (Project Template) Management page, and the Issue Type List page appears.

4. Select the issue type that you want to manage, click in Manage column of Issue Type List page, and the Issue Type Management page appears.

5. Click Workflow Management in Issue Type Management page, and the Workflow Management page appears, as seen in the following figure:

6. Click States to manage states of the workflow. See States.

7. Click Transitions to manage transitions of the workflow. See Transitions.