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.
| 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. |
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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. |
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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 Collaborate Administrator's Guide. |
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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. Weekly 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. |
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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. |