Work in spreadsheet view mode

When you initially click the Workflow tab, it displays in spreadsheet view mode and offers the following user interface controls.

Table 1. Controls on the Workflow tab
Control Description
Breadcrumb links

Breadcrumbs (links to the pages you visited before you arrive at the current page) are located above the projectList, On-demand Campaign, or Corporate Campaign name. Click any active link in the breadcrumb trail to go to that page.

Page with pencilPage with pencil Edit. Changes the display to edit mode so that you can add, remove, and change workflow stages and tasks and enter detailed information for the tasks. For more information, see Edit mode toolbar.
Page with diskettePage with diskette

Save as Template. Saves the workflow definition as a reusable workflow template (if you have the permission to do so).

A dialog opens for you to name the template. For more information about using template components, see the Marketing OperationsDistributed Marketing Administrator's Guide.

Grid with shaded header and first columnGrid with shaded header and first column

Spreadsheet View. Changes the display to spreadsheet view mode, which provides information about each task in tabular format.

When you view the workflow as a spreadsheet, each task name is a link. Click a task to open a dialog where you can add and change information about the task. For more information, see Post Task Update dialog.

Stepped and shaded barsStepped and shaded bars

Timeline View. Changes the mode to present a graphic display of scheduling information for the tasks, including duration and status. For more information, see Timeline view mode.

When you view the workflow on a timeline, each task name is a link. Click a task to open a dialog where you can add and change information about the task. For more information, see Post Task Update dialog.

Inter-connected boxes

Process Flowchart View. Changes the mode to present a graphic display of dependency information for the tasks, including the planned sequence of the tasks. For more information, see Process flowchart view.

Grid with pencilRuler, protractor, pencil image Layout. Opens a dialog where you can select the columns that you want to display in spreadsheet view mode, and choose the time scale and dates to include in timeline view mode. For more information, see Spreadsheet or timeline view customization.