Workflow Link

This area lets you link existing workflows to project types. Remember that when creating a new project, its internal structure or 'workflow'  is applied based on the 'Project Type' selection within the Project Details object.

STEP 1: Go to Settings Configuration > Workflow Link

STEP 2: To create a linkage, click on a Workflow from the right hand side and drag it onto a 'Project Type' on the left as illustrated below. 

A project type can associate with only one workflow but the same workflow can be shared by multiple project types.

 

 

 

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Last revised: July 26, 2017