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Configuring workflow events

Events specify the action that can be performed at each state. For example, an event can assign the item to another user. Some events are performed by users and others are system events.

1. Choose Tools > Administration > Workflow.

2. Select an item Type. The items change based on the selected type.

3. Click the Events tab.

4. Click Add to create a new event. See Adding events.

5. Select an event and click Edit to change it. See Editing events.

6. Select an event and click Top, Move Up, Move Down, or Bottom to change the display order.

7. Select an event and click Inactivate to inactivate if it is no longer used. See Inactivating events.

8. Select an event and click Delete to delete it. See Deleting events.

9. Click OK to save the changes.

 

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