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1. Overview

There are several approaches that can be taken to managing project activities including agile, interactive, incremental, and phased approaches. Such phases can differ from organisation to organisation and from project to project. This area can be used to define customised workflows so that different project types can accommodate its own type of project management workflow.

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Info

If a workflow has been applied to any existing projects, the system will allow you to add new objects as well as remove existing objects. However, removing objects will result in any data that was previously entered within that object for a project not being visible unless you add the object at a later date.

A warning message will be displayed if you try to remove such object:

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2. Create a New Workflow

There are two methods for creating a new workflow. The first is to start with a blank template and build your workflow from the ground up or make a copy of an existing workflow and make modifications as required.

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