Add rows to the workflow spreadsheet to add more tasks, form tasks, approvals, and stages.
About this task
Before you can add a row to the workflow spreadsheet,
you open the workflow in edit mode. For more information, see Edit mode toolbar.
Procedure
- Decide what dependency option you want the new task or
stage to use: Click In Series () and
select No Dependencies, In Series,
or In Parallel.
Your selection remains
in effect until you change it again.
- In the workflow spreadsheet, click the stage or task name
that you want the new row to follow.
- Add the stage, approval,
task, or form task: Click Add Row () and then select Task, Form Task, Approval,
or Stage.
Marketing Operations adds
the new row to the spreadsheet. Stages display with a shaded background;
tasks and approvals have different identifying icons.
-
If Advanced Workflow capabilities
are enabled, configure the rework loop for the approval tasks by adding the first task that is to be
reworked in square brackets.
For example, an approval task 2.5 depends on task 2.4. If the approval is denied, tasks 2.4
and 2.3 must be redone. So the approval task name is set as 2.5 Cost Approval (2.4)
[2.3]
.
- Add a stage or task.
- To add a stage, click the Add Stage Row icon
().
- To add a user task, click the Add Task Row icon
().
- Optional: Change the dependency that is assigned
by the system to the row. The numbers of the tasks that a task or
stage depends on display in parentheses after the name. If a date
for one task changes, the system changes the dates for all the dependent
tasks.
For example, suppose that you add a task and
its name is 2.5 Deliver draft to vendor
(2.4)2.5 Generate List (2.4).
To make this task dependent on task 1.3 instead of task 2.4, change
the task name to 2.5 Deliver draft to
vendor (1.3)2.5 Generate
List (1.3). To make this task dependent on both task 1.3
and task 2.4, separate the task numbers with commas: change the task
name to 2.5 Deliver draft to vendor (1.3,
2.4)2.5 Generate List (1.3,
2.4).
- When you finish editing the workflow, save your changes.
Results
The stage or task is added to the workflow after the insertion
point.