What you need to know
Start a project from Workflow Projects when the work belongs to no property and no engagement. Work for a property or an engagement starts from that record instead: see Starting work on a record. You need to be a department manager or a company administrator.
Before you start
- The department has a template with a published version. A template with nothing published cannot start work.
- The department is switched on. A department shown with (inactive) cannot start work yet.
What to do
- Open WorkFlow PM in the left menu and select Workflow Projects.
- In Department, choose the department the work belongs to.
- Select New project. The New project dialog opens, with the department shown at the top.
- In Template, choose the template. Each one shows its kind of work in brackets. A template that says nothing published cannot be chosen.
- Check Version. The newest published version is chosen for you and says newest. Keep it unless you have a reason to use an older one.
- In Project name, type a name people will recognize.
- Select Create project.
Good to know
If you choose an older version, a message warns you: “This starts work under a superseded process. New work normally uses the version marked newest.”Confirm it worked
The dialog closes and the new project is in the list. Its status shows Task board: setting up, then Ready. Its tasks exist from the start, so you can open it and assign people while the task board is set up.
If it did not work
- Create project is grayed out: a name or a version is missing, or the template's kind of work belongs to a property or an engagement. In that last case, pointing at the button says so: start that work from the record's page.
- A message says Project not created: read its reason. If the project was recorded anyway, it is in the list.
- The status shows Task board: failed: see A project shows “Task board: failed”.